LHMIX Mutual Fund

LHMIX Mutual Fund (Western Asset Massachusetts Municipals Fund Class I) is managed by Franklin Templeton Investments (US) with $4.9M in net assets. LHMIX expense ratio is 0.55%, holding 44 positions across sectors including Financials, Utilities. Inception date: 2008-06-03.

LHMIX performance shows a YTD return of 0.90%. The 1-year return is 6.98% and the 5-year return is -0.14%. LHMIX dividend yield stands at 2.58%, paid monthly.

LHMIX top holdings include Ma Dev Fin Agy -A-1 (7.2%), Massachusetts Development Finance Agency 4 2044-09-01 (6.1%), Massachusetts Development Finance Agency (5.9%), Massachusetts St Dev Fin Agy Rev Bds 2017 (5.1%), Massachusetts Development Finance Agency, Revenue Bonds, Southcoast Health System Obligated Group Is (4.9%). 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.