SOPYX Mutual Fund

SOPYX Mutual Fund (ClearBridge Dividend Strategy Fund Class I) is managed by Franklin Templeton Investments (US) with $1.15B in net assets. SOPYX expense ratio is 0.73%, holding 54 positions across sectors including Information Technology, Financials, Energy. Inception date: 1996-02-07.

SOPYX performance shows a YTD return of 5.86%. The 1-year return is 7.39% and the 5-year return is 10.64%. SOPYX dividend yield stands at 1.41%, paid quarterly.

SOPYX 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 SOPYX holdings, SOPYX sectors, or SOPYX dividends.

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