LMSMX Mutual Fund

LMSMX Mutual Fund (Western Asset SMASh Series M Fund) is managed by Franklin Templeton Investments (US) with $340.5M in net assets. LMSMX expense ratio is 0.02%, holding 152 positions across sectors including Financials, Real Estate. Inception date: 2006-12-27.

LMSMX performance shows a YTD return of 0.75%. The 1-year return is 6.24% and the 5-year return is -2.64%. LMSMX dividend yield stands at 4.86%, paid monthly.

LMSMX top holdings include Us Treasury N/B 06/32 4 (12.7%), Umbs 30Yr Tba(Reg A) 3% Mar 11, 2021 (7.3%), Gnii Ii 3% 03/01/2050 #Tba (6.8%), G2Sf 30 Yr Tba 4.5% Mar 22 To Be Announced 4.50000000 (6.5%), Us Treasury Note 4.0000% Mat 01/31/2029 (5.6%). Go to all LMSMX holdings, LMSMX sectors, or LMSMX dividends.

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