SMRPX Mutual Fund
SMRPX Mutual Fund
Westwood Salient MLP & Energy Infrastructure Fund Ultra Shares Class
SMRPX Mutual Fund Overview
SMRPX Mutual Fund (Westwood Salient MLP & Energy Infrastructure Fund Ultra Shares Class) is managed by Westwood Funds with $395,549.66 in net assets. SMRPX expense ratio is 0.99%, holding 48 positions across sectors including Energy, Unknown, Utilities. Inception date: 2016-01-04.
SMRPX performance shows a YTD return of 19.85%. The 1-year return is 21.70% and the 5-year return is 17.73%. SMRPX dividend yield stands at 3.82%, paid quarterly.
SMRPX 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 SMRPX holdings, sector breakdown, or dividend history.
SMRPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SMRPX alternatives are available via the screener, along with tax-loss harvesting opportunities.