SPTBX Mutual Fund
SPTBX Mutual Fund
SPTBX Mutual Fund
SP Funds 2040 Target Date Fund Investor Class
SPTBX Mutual Fund Overview
SPTBX Mutual Fund (SP Funds 2040 Target Date Fund Investor Class) is managed by SP Funds with $5.4M in net assets. SPTBX expense ratio is 1.32%, holding 5 positions across various sectors. Inception date: 2024-07-01.
SPTBX performance shows a YTD return of 17.10%. The 1-year return is 28.53%. SPTBX dividend yield stands at 0.28%, paid monthly.
SPTBX top holdings include Sp Funds S&P 500 Sharia Industry Exclusions Etf (33.3%), Sp Funds S&P Global Technology Etf (31.1%), Sp Funds S&P World Ex-Us Etf (18.5%), Sp Funds S&P Global Reit Sharia Etf (4.8%), Sp Funds Dow Jones Global Sukuk Etf (4.7%). Go to all SPTBX holdings, SPTBX sectors, or SPTBX dividends.
SPTBX can be compared against other funds. Use SPTBX overlap to find shared positions, or SPTBX vs another fund for a side-by-side view. SPTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.