SINAX Mutual Fund

SINAX Mutual Fund (ClearBridge Large Cap Value Fund Class A) is managed by Franklin Templeton Investments (US) with $1.13B in net assets. SINAX expense ratio is 0.79%, holding 57 positions across sectors including Financials, Information Technology, 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 9.02%. SINAX dividend yield stands at 0.83%, paid quarterly.

SINAX top holdings include Apple, Inc (5.9%), Amazon.Com Inc (5.8%), Jpmorgan Chase & Co. (4.6%), Johnson & Johnson (3.8%), Cvs Health Corp. (2.5%). 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.