SBNYX Mutual Fund

SBNYX Mutual Fund (Western Asset New York Municipals Fund Class A) is managed by Franklin Templeton Investments (US) with $203.0M in net assets. SBNYX expense ratio is 0.84%, holding 96 positions across sectors including Financials, Real Estate, Industrials. Inception date: 1987-01-16.

SBNYX performance shows a YTD return of 0.59%. The 1-year return is 6.54% and the 5-year return is -0.26%. SBNYX dividend yield stands at 3.05%, paid monthly.

SBNYX top holdings include New York City Transitional Finance Authority, New York, Future Tax Secured Bonds, Subordinate Fiscal (5.8%), Liberty Ny Dev Corp Rev Goldman Sachs Headquarters G=goldman Sachs (4.3%), Triborough Ny Bridge & Tunnel Auth Revenues (4.0%), New York City Transitional Finance Authority Future Tax Secured Revenue 0.04 05/01/2043 (4.0%), Nyshgr 5.000 03/15/45 (3.8%). Go to all SBNYX holdings, SBNYX sectors, or SBNYX dividends.

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