SOPYX Mutual Fund (ClearBridge Dividend Strategy Fund Class I) is managed by Franklin Templeton Investments (US) with $1.17B in net assets. SOPYX expense ratio is 0.73%, holding 57 positions across sectors including Unknown, Financials, Information Technology. Inception date: 1996-02-07.

SOPYX performance shows a YTD return of 7.44%. The 1-year return is 13.44% and the 5-year return is 10.58%. SOPYX dividend yield stands at 3.40%, paid quarterly.

SOPYX 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 SOPYX holdings, sector breakdown, or dividend history.

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