SOPAX Mutual Fund (ClearBridge Dividend Strategy Fund Class A) is managed by Franklin Templeton Investments (US) with $6.12B in net assets. SOPAX expense ratio is 1.00%, holding 57 positions across sectors including Unknown, Financials, Information Technology. Inception date: 1992-11-06.

SOPAX performance shows a YTD return of 7.34%. The 1-year return is 13.15% and the 5-year return is 9.82%. SOPAX dividend yield stands at 1.23%, paid quarterly.

SOPAX top holdings include Williams Cos. Inc. (4.7%), Exxon Mobil Corp. (3.8%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Texas Instrument Inc (3.0%), Alphabet Inc. C (3.0%). View all SOPAX holdings, sector breakdown, or dividend history.

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