SBSPX Mutual Fund

SBSPX Mutual Fund (Franklin S&P 500 Index Fund A) is managed by Franklin Templeton Investments (US) with $850.8M in net assets. SBSPX expense ratio is 0.54%, holding 505 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1998-01-05.

SBSPX performance shows a YTD return of 9.58%. The 1-year return is 19.08% and the 5-year return is 12.31%. SBSPX dividend yield stands at 0.58%, paid annually.

SBSPX top holdings include Nvidia Corp. (7.5%), Apple, Inc (6.6%), Microsoft Corp (4.9%), Amazon.Com Inc (3.6%), Alphabet Inc Common Stock USD 0.001 (3.0%). Go to all SBSPX holdings, SBSPX sectors, or SBSPX dividends.

SBSPX can be compared against other funds. Use SBSPX overlap to find shared positions, or SBSPX vs another fund for a side-by-side view. SBSPX alternatives are available via the screener, along with tax-loss harvesting opportunities.