SOPAX Mutual Fund

NAV$31.99

AUM$6.3B

TER1.00%

Holdings57

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SOPAX Mutual Fund

NAV$31.99

ClearBridge Dividend Strategy Fund Class A

AUM$6.3B

TER1.00%

Holdings57

See how much of SOPAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Top Countries

#	Country	Region	Allocation
1	US	Global	84.30%
2	United Kingdom	Europe	5.84%
3	Ireland	Europe	3.41%
4	Switzerland	Europe	2.92%
5	Mexico	North America	2.05%
6	Spain	Europe	1.62%

SOPAX Mutual Fund Geographic Allocation

SOPAX geographic allocation spans US (84.3%), United Kingdom (5.8%), Ireland (3.4%), Switzerland (2.9%), Mexico (2.0%). The fund covers 3 regions.

SOPAX country exposure helps investors assess international diversification and geopolitical risk. SOPAX sectors alongside geography give a fuller picture of portfolio allocation.