SIMLX Mutual Fund
SIMLX Mutual Fund
Western Asset Intermediate Maturity California Municipals Fund Class C
SIMLX Mutual Fund Overview
SIMLX Mutual Fund (Western Asset Intermediate Maturity California Municipals Fund Class C) is managed by Franklin Templeton Investments (US) with $1.9M in net assets. SIMLX expense ratio is 1.51%, holding 73 positions across sectors including Other, Financials, Utilities. Inception date: 2002-07-22.
SIMLX performance shows a YTD return of 1.82%. The 1-year return is 5.87% and the 5-year return is 0.03%. SIMLX dividend yield stands at 2.30%, paid monthly.
SIMLX top holdings include Los Angeles County Public Works Financing Authority 5 12/01/2049 (8.5%), San Francisco City & County Airport Comm-san Francisco International Airport (5.5%), M-s-r Energy Authority, Series 2009 B, Rb (5.1%), Alameda Corridor Transportation Authority (3.9%), Northern California Energy Authority, California, Commodity Supply Revenue Bonds, Refunding Series 2024 (3.9%). View all SIMLX holdings, sector breakdown, or dividend history.
SIMLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SIMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.