LHMIX Mutual Fund

LHMIX Mutual Fund (Western Asset Massachusetts Municipals Fund Class I) is managed by Franklin Templeton Investments (US) with $5.4M in net assets. LHMIX expense ratio is 0.55%, holding 48 positions across sectors including Financials, Utilities. Inception date: 2008-06-03.

LHMIX performance shows a YTD return of -1.19%. The 1-year return is -0.71% and the 5-year return is -0.27%. LHMIX dividend yield stands at 2.64%, paid monthly.

LHMIX top holdings include Massachusetts Development Finance Agency (6.2%), Massachusetts Development Finance Agency 4 2044-09-01 (6.0%), Ma Dev Fin Agy -A-1 (5.7%), Massachusetts St Dev Fin Agy R 5% 10/01/2040 (4.8%), Massachusetts Development Finance Agency, Revenue Bonds, Northeastern University, Series 2022 (4.6%). Go to all LHMIX holdings, LHMIX sectors, or LHMIX dividends.

LHMIX can be compared against other funds. Use LHMIX overlap to find shared positions, or LHMIX vs another fund for a side-by-side view. LHMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.