SBTYX Mutual Fund

SBTYX Mutual Fund (Western Asset Intermediate-Term Municipals Fund Class I) is managed by Franklin Templeton Investments (US) with $311.7M in net assets. SBTYX expense ratio is 0.50%, holding 377 positions across sectors including Financials, Utilities, Industrials. Inception date: 2007-09-28.

SBTYX performance shows a YTD return of 0.70%. The 1-year return is 5.28% and the 5-year return is 0.91%. SBTYX dividend yield stands at 3.18%, paid monthly.

SBTYX top holdings include Empire State Development Corp 0.05 03/15/2047 (2.4%), New York N Y City Mun Wtr Fin 5% Jun 15, 2047 (2.2%), California Community Choice Fi 5.0000% Mat 01/01/2055 (1.9%), New York Transportation Development Corp. Special Facility Revenue (la Guardia Airport) (1.8%), New Hampshire Business Finance Authority 5 12/01/2035 (1.8%). Go to all SBTYX holdings, SBTYX sectors, or SBTYX dividends.

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