SIMLX Mutual Fund
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 $1.8M in net assets. SIMLX expense ratio is 1.51%, holding 73 positions across sectors including Financials, Utilities, Industrials. Inception date: 2002-07-22.
SIMLX performance shows a YTD return of 0.40%. The 1-year return is 3.45% and the 5-year return is -0.31%. SIMLX dividend yield stands at 2.42%, paid monthly.
SIMLX top holdings include San Francisco City & County Airport Comm-san Francisco International Airport (5.7%), M S R Ca Energy Auth Gas Reven 6.1250% Mat 11/01/2029 (5.2%), Alameda Corridor Transportation Authority (4.1%), Northern California Energy Authority, California, Commodity Supply Revenue Bonds, Refunding Series 2024 (3.9%), California Var 02/52 (3.8%). Go to all SIMLX holdings, SIMLX sectors, or SIMLX dividends.
SIMLX can be compared against other funds. Use SIMLX overlap to find shared positions, or SIMLX vs another fund for a side-by-side view. SIMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.