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SOPAX Mutual Fund Price & Analysis

Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. It invests primarily in common stocks. The fund may invest up to 50% of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.
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SOPAX Mutual Fund Chart & Stats

SOPAX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
3.90%
Broadcom Inc.
3.73%
JPMorgan Chase & Co.
3.70%
Sempra Energy
3.47%
Enbridge Inc
3.16%
Williams Companies
3.12%
Becton, Dickinson and Co
3.08%
Exxon Mobil Corp.
3.01%
Nestle SA Reg Shs.
2.82%
T Mobile US
2.79%
Total32.77%

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