SBPLX Mutual Fund

SBPLX Mutual Fund (ClearBridge Dividend Strategy Fund Class C) is managed by Franklin Templeton Investments (US) with $68.5M in net assets. SBPLX expense ratio is 1.75%, holding 54 positions across sectors including Information Technology, Financials, Energy. Inception date: 1998-06-15.

SBPLX performance shows a YTD return of 5.06%. The 1-year return is 6.30% and the 5-year return is 9.53%. SBPLX dividend yield stands at 0.47%, paid quarterly.

SBPLX top holdings include Exxonmobil Corp. (4.5%), Williams Cos. Inc. (4.2%), Microsoft Corp (4.0%), Nvidia Corp (3.4%), Alphabet Inc (3.2%). Go to all SBPLX holdings, SBPLX sectors, or SBPLX dividends.

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