SAPYX Mutual Fund

SAPYX Mutual Fund (ClearBridge Appreciation Fund Class I) is managed by Franklin Templeton Investments (US) with $966.3M in net assets. SAPYX expense ratio is 0.67%, holding 65 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1996-01-30.

SAPYX performance shows a YTD return of 6.56%. The 1-year return is 7.95% and the 5-year return is 10.72%. SAPYX dividend yield stands at 0.56%.

SAPYX 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 SAPYX holdings, SAPYX sectors, or SAPYX dividends.

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