SAPEX Mutual Fund
SAPEX Mutual Fund
Spectrum Active Advantage Fund Investor Class
SAPEX Mutual Fund Overview
SAPEX Mutual Fund (Spectrum Active Advantage Fund Investor Class) is managed by Advisors Preferred with $9.8M in net assets. SAPEX expense ratio is 2.88%, holding 12 positions across sectors including Financials, Unknown, Other. Inception date: 2015-06-01.
SAPEX performance shows a YTD return of -3.40%. The 1-year return is 5.88% and the 5-year return is -0.02%. SAPEX dividend yield stands at 4.49%, paid quarterly.
SAPEX top holdings include United States Treasury Bill 06/11/2026 2026-06-11 (25.7%), Treasury Bill 0% Jun 18, 2026 (13.7%), Invesco S&P 500 Equal Weight Etf (Rsp) (9.6%), Treasury Bill 0% May 07, 2026 (9.1%), Fidelity Inv Mmkt Govt-I 12/31/2031 (7.5%). 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.