SAPYX Mutual Fund
SAPYX Mutual Fund
ClearBridge Appreciation Fund Class I
SAPYX Mutual Fund Overview
SAPYX Mutual Fund (ClearBridge Appreciation Fund Class I) is managed by Franklin Templeton Investments (US) with $955.6M in net assets. SAPYX expense ratio is 0.67%, holding 62 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 1996-01-30.
SAPYX performance shows a YTD return of 5.72%. The 1-year return is 11.92% and the 5-year return is 11.04%. SAPYX dividend yield stands at 13.86%, paid annually.
SAPYX 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 SAPYX holdings, sector breakdown, or dividend history.
SAPYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAPYX alternatives are available via the screener, along with tax-loss harvesting opportunities.