SINAX Mutual Fund

SINAX Mutual Fund (ClearBridge Large Cap Value Fund Class A) is managed by Franklin Templeton Investments (US) with $1.15B in net assets. SINAX expense ratio is 0.79%, holding 57 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1995-01-03.

SINAX performance shows a YTD return of 12.68%. The 1-year return is 22.16% and the 5-year return is 9.13%. SINAX dividend yield stands at 0.84%, paid quarterly.

SINAX top holdings include Jpmorgan Chase (4.3%), Johnson & Johnson - Common (3.5%), Alphabet Inc Common Stock USD 0.001 (3.4%), Intel Corporation (3.2%), Xpo Logistics Inc. (3.0%). 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.