SOPYX Mutual Fund

SOPYX Mutual Fund (ClearBridge Dividend Strategy Fund Class I) is managed by Franklin Templeton Investments (US) with $1.21B in net assets. SOPYX expense ratio is 0.73%, holding 57 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1996-02-07.

SOPYX performance shows a YTD return of 9.59%. The 1-year return is 17.01% and the 5-year return is 10.85%. SOPYX dividend yield stands at 1.34%, paid quarterly.

SOPYX 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 SOPYX holdings, SOPYX sectors, or SOPYX dividends.

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