SMALX Mutual Fund

SMALX Mutual Fund (Western Asset Massachusetts Municipals Fund Class C) is managed by Franklin Templeton Investments (US) with $395,527.87 in net assets. SMALX expense ratio is 1.30%, holding 47 positions across sectors including Financials, Utilities. Inception date: 1994-11-10.

SMALX performance shows a YTD return of 0.01%. The 1-year return is 4.71% and the 5-year return is -0.83%. SMALX dividend yield stands at 2.04%, paid monthly.

SMALX top holdings include Massachusetts Development Finance Agency 4 2044-09-01 (6.5%), Massachusetts Development Finance Agency (6.4%), Ma Dev Fin Agy -A-1 (5.8%), Massachusetts St Dev Fin Agy R 5% 10/01/2040 (4.9%), Massachusetts Development Finance Agency, Revenue Bonds, Northeastern University, Series 2022 (4.7%). 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.