SAPEX Mutual Fund (Spectrum Active Advantage Fund Investor Class) is managed by Advisors Preferred with $11.0M in net assets. SAPEX expense ratio is 2.88%, holding 17 positions across sectors including Financials, Unknown, Industrials. Inception date: 2015-06-01.

SAPEX performance shows a YTD return of -0.71%. The 1-year return is 14.60% and the 5-year return is 3.42%. SAPEX dividend yield stands at 4.77%, paid quarterly.

SAPEX top holdings include Vanguard S&P 500 ETF (16.5%), Vanguard Value ETF (10.0%), Berkshire Hathaway Inc Brk/B Us Equity (10.0%), Invesco S&P 500 High Beta ETF (9.9%), Treasury Bill Oct 16, 2025 (5.9%). View all SAPEX holdings, sector breakdown, or dividend history.

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