SAPEX Mutual Fund

SAPEX Mutual Fund (Spectrum Active Advantage Fund Investor Class) is managed by Advisors Preferred with $9.9M in net assets. SAPEX expense ratio is 2.88%, holding 12 positions across sectors including Financials, Health Care. Inception date: 2015-06-01.

SAPEX performance shows a YTD return of -4.26%. The 1-year return is -0.91% and the 5-year return is 0.47%. SAPEX dividend yield stands at 4.53%.

SAPEX top holdings include Blackrock Fundsbr Gl Em Net F-K (15.7%), Treasury Bill 0.0 24-September-2026 (11.1%), Invesco S&P 500 Equal Weight Etf (Rsp) (10.7%), Fed Hm Ln Pc Pool Sd5617 Fr 06/54 Fixed 6 (9.3%), Fidelity Inv Mmkt Govt-I 12/31/2031 (7.5%). Go to all SAPEX holdings, SAPEX sectors, or SAPEX dividends.

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