SOPAX Mutual Fund

SOPAX Mutual Fund (ClearBridge Dividend Strategy Fund Class A) is managed by Franklin Templeton Investments (US) with $6.31B in net assets. SOPAX expense ratio is 1.00%, holding 57 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1992-11-06.

SOPAX performance shows a YTD return of 9.45%. The 1-year return is 16.71% and the 5-year return is 10.09%. SOPAX dividend yield stands at 1.16%, paid quarterly.

SOPAX top holdings include Williams Cos. Inc. (4.7%), Exxon Mobil Corp. (3.8%), Microsoft Corp (3.6%), Texas Instrument Inc (3.0%), Alphabet Inc. C (3.0%). 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.