LMOOX Mutual Fund

LMOOX Mutual Fund (Western Asset Oregon Municipals Fund Class I) is managed by Franklin Templeton Investments (US) with $25.6M in net assets. LMOOX expense ratio is 0.55%, holding 51 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2007-09-14.

LMOOX performance shows a YTD return of 0.73%. The 1-year return is 4.90% and the 5-year return is 0.42%. LMOOX dividend yield stands at 2.83%, paid monthly.

LMOOX top holdings include Oregon State Facilities Authority Dv&dp 08/01/2034 (8.6%), Metro/Or (7.4%), Oregon (State Of) (Article Xi-Q State), Series 2021, Go Bonds (6.0%), City Of Eugene Or Electric Uti 5.0000% Mat 08/01/2053 (5.3%), Washington & Clackamas Counties School District No 23j Tigard-tualatin (5.1%). Go to all LMOOX holdings, LMOOX sectors, or LMOOX dividends.

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