SHAPX Mutual Fund

SHAPX Mutual Fund (ClearBridge Appreciation Fund Class A) is managed by Franklin Templeton Investments (US) with $8.24B in net assets. SHAPX expense ratio is 0.91%, holding 62 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1970-03-10.

SHAPX performance shows a YTD return of 6.43%. The 1-year return is 11.89% and the 5-year return is 10.68%. SHAPX dividend yield stands at 13.07%, paid annually.

SHAPX top holdings include Nvidia Corp. (8.6%), Apple, Inc (7.7%), Alphabet A Usd 0.001 (6.2%), Amazon.Com Inc (5.1%), Microsoft Corp 4.100 Feb 06 37 (3.8%). 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.