SMAPX Mutual Fund
SMAPX Mutual Fund
Westwood Salient MLP & Energy Infrastructure Fund Class A
SMAPX Mutual Fund Overview
SMAPX Mutual Fund (Westwood Salient MLP & Energy Infrastructure Fund Class A) is managed by Westwood Funds with $187.1M in net assets. SMAPX expense ratio is 1.32%, holding 48 positions across sectors including Energy, Unknown, Utilities. Inception date: 2012-12-21.
SMAPX performance shows a YTD return of 19.74%. The 1-year return is 21.38% and the 5-year return is 17.39%. SMAPX dividend yield stands at 3.51%, paid quarterly.
SMAPX top holdings include Energy Transfer Lp (9.6%), Kinder Morgan Inc (8.6%), DT Midstream Inc (7.7%), Williams Companies Inc (7.7%), Enbridge Inc. Cumulative Redeemable Pfd (7.3%). View all SMAPX holdings, sector breakdown, or dividend history.
SMAPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMAPX alternatives are available via the screener, along with tax-loss harvesting opportunities.