SHAPX Mutual Fund

SHAPX Mutual Fund (ClearBridge Appreciation Fund Class A) is managed by Franklin Templeton Investments (US) with $8.20B in net assets. SHAPX expense ratio is 0.91%, holding 65 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1970-03-10.

SHAPX performance shows a YTD return of 7.40%. The 1-year return is 11.47% and the 5-year return is 10.43%. SHAPX dividend yield stands at 13.07%, paid annually.

SHAPX top holdings include Nvidia Corp (9.4%), Apple, Inc (7.8%), Alphabet Inc,class A (5.8%), Amazon.Com Inc (4.8%), Microsoft Corp (4.1%). Go to all SHAPX holdings, SHAPX sectors, or SHAPX dividends.

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