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 $1.9M 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 0.44%. The 1-year return is 4.63% and the 5-year return is -0.39%. SIMLX dividend yield stands at 2.18%, 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%). 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.