SINAX Mutual Fund

SINAX Mutual Fund (ClearBridge Large Cap Value Fund Class A) is managed by Franklin Templeton Investments (US) with $1.10B in net assets. SINAX expense ratio is 0.79%, holding 58 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1995-01-03.

SINAX performance shows a YTD return of 13.63%. The 1-year return is 18.51% and the 5-year return is 8.72%. SINAX dividend yield stands at 0.83%, paid quarterly.

SINAX top holdings include Apple, Inc (6.0%), Amazon.Com Inc (5.6%), Jpmorgan Chase (4.6%), Johnson & Johnson - Common (3.9%), Microsoft Corp (3.7%). Go to all SINAX holdings, SINAX sectors, or SINAX dividends.

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