About SBSDX
Franklin S&P 500 Index Fund Class D is an open-end mutual fund that aims to closely replicate the performance of the S&P 500 Index, one of the most recognized benchmarks for U.S. large-cap equities. Its primary function is to provide investors access to a broad, diversified portfolio that mirrors the composition of the S&P 500, encompassing major companies from various sectors, including technology, healthcare, consumer goods, and financials. The fund invests primarily in the stocks that constitute the index, maintaining sector weightings and capitalization similar to the benchmark, which helps ensure tracking consistency and effective diversification.
Franklin S&P 500 Index Fund Class D is characterized by a competitive expense ratio, placing it among the more cost-effective index-tracking mutual funds in the large blend category. The fund features no minimum investment requirement, annual dividend distributions, and a low portfolio turnover rate, making it accessible and efficient for a wide range of investors. By offering direct participation in the performance of the S&P 500 Index, the fund plays a significant role as a core holding for investors seeking broad market exposure and long-term capital appreciation within the U.S. equity market.
Fund Family Franklin Templeton Investments
Category Large Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SBSDX
Share Class Class D
Index S&P 500 TR
SBSDX had a total return of 20.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.46%.
