SAPCX Mutual Fund
SAPCX Mutual Fund
ClearBridge Appreciation Fund Class C
SAPCX Mutual Fund Overview
SAPCX Mutual Fund (ClearBridge Appreciation Fund Class C) is managed by Franklin Templeton Investments (US) with $44.2M in net assets. SAPCX expense ratio is 1.66%, holding 62 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1993-02-04.
SAPCX performance shows a YTD return of 5.12%. The 1-year return is 10.80% and the 5-year return is 9.90%. SAPCX dividend yield stands at 14.11%, paid annually.
SAPCX top holdings include Nvidia Corp. (8.8%), Alphabet Inc. C (6.8%), Apple, Inc (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.4%), Amazon.Com Inc (3.7%). View all SAPCX holdings, sector breakdown, or dividend history.
SAPCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.