SPTOX Mutual Fund (SP Funds 2050 Target Date Fund Institutional Class) is managed by SP Funds with $3.0M in net assets. SPTOX expense ratio is 0.93%, holding 5 positions across various sectors. Inception date: 2024-07-01.

SPTOX performance shows a YTD return of 21.69%. The 1-year return is 38.27%. SPTOX dividend yield stands at 0.76%, paid monthly.

SPTOX top holdings include Sp Funds S&P 500 Sharia Industry Exclusions Etf (34.6%), Sp Funds S&P Global Technology Etf (32.3%), Sp Funds S&P World Ex-Us Etf (19.3%), Sp Funds S&P Global Reit Sharia Etf (5.0%), Sp Funds Dow Jones Global Sukuk Etf (4.9%). View all SPTOX holdings, sector breakdown, or dividend history.

SPTOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SPTOX alternatives are available via the screener, along with tax-loss harvesting opportunities.