SMALX Mutual Fund

SMALX Mutual Fund (Western Asset Massachusetts Municipals Fund Class C) is managed by Franklin Templeton Investments (US) with $427,764.1 in net assets. SMALX expense ratio is 1.30%, holding 44 positions across sectors including Financials, Utilities. Inception date: 1994-11-10.

SMALX performance shows a YTD return of 0.46%. The 1-year return is 6.24% and the 5-year return is -0.85%. SMALX dividend yield stands at 1.86%, paid monthly.

SMALX top holdings include Ma Dev Fin Agy -A-1 (7.2%), Massachusetts Development Finance Agency 4 2044-09-01 (6.1%), Massachusetts Development Finance Agency (5.9%), Massachusetts St Dev Fin Agy Rev Bds 2017 (5.1%), Massachusetts Development Finance Agency, Revenue Bonds, Southcoast Health System Obligated Group Is (4.9%). Go to all SMALX holdings, SMALX sectors, or SMALX dividends.

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