Which Funds Can SOPAX Replace?

ClearBridge Dividend Strategy Fund Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds SOPAX Can Replace

107 funds

FSI > 80 out of 1,483 similar funds

Competing Fund AUM

$244.38B

Assets in funds SOPAX can compete with and replace

Outperformance Rank

#838

Rank among 1,483 similar funds

Who Holds Credible Replacements?

941 firms

131,656 connected advisors

Opportunity analysis

SOPAX can replace 107 funds with FSI above 80 out of 1,483 similar funds, representing $244.38B in competing fund AUM. Its outperformance rank is #838 among those similar funds. 941 13F firms and 131,656 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 24.9%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
1.00%
Assets under management
$8.74B

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