SOPAX Mutual Fund

SOPAX Mutual Fund (ClearBridge Dividend Strategy Fund Class A) is managed by Franklin Templeton Investments (US) with $6.10B in net assets. SOPAX expense ratio is 1.00%, holding 51 positions across sectors including Information Technology, Financials, Energy. Inception date: 1992-11-06.

SOPAX performance shows a YTD return of 11.46%. The 1-year return is 15.16% and the 5-year return is 9.18%. SOPAX dividend yield stands at 1.16%, paid quarterly.

SOPAX top holdings include Exxonmobil Corp. (4.5%), Microsoft Corp (4.2%), Williams Cos. Inc. (4.0%), Nvidia Corp (3.7%), Alphabet Inc (3.4%). Go to all SOPAX holdings, SOPAX sectors, or SOPAX dividends.

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