SAPCX Mutual Fund

SAPCX Mutual Fund (ClearBridge Appreciation Fund Class C) is managed by Franklin Templeton Investments (US) with $44.1M in net assets. SAPCX expense ratio is 1.66%, holding 65 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1993-02-04.

SAPCX performance shows a YTD return of 5.80%. The 1-year return is 6.89% and the 5-year return is 9.60%.

SAPCX top holdings include Nvidia Corp (9.4%), Apple, Inc (7.8%), Alphabet Inc (5.8%), Amazon.Com Inc (4.8%), Microsoft Corp (4.1%). Go to all SAPCX holdings, SAPCX sectors, or SAPCX dividends.

SAPCX can be compared against other funds. Use SAPCX overlap to find shared positions, or SAPCX vs another fund for a side-by-side view. SAPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.