SMALX Mutual Fund

SMALX Mutual Fund (Western Asset Massachusetts Municipals Fund Class C) is managed by Franklin Templeton Investments (US) with $404,359.99 in net assets. SMALX expense ratio is 1.30%, holding 48 positions across sectors including Financials, Utilities. Inception date: 1994-11-10.

SMALX performance shows a YTD return of -1.74%. The 1-year return is -1.32% and the 5-year return is -0.98%. SMALX dividend yield stands at 1.91%, paid monthly.

SMALX top holdings include Massachusetts Development Finance Agency (6.2%), Massachusetts Development Finance Agency 4 2044-09-01 (6.0%), Ma Dev Fin Agy -A-1 (5.7%), Massachusetts St Dev Fin Agy R 5% 10/01/2040 (4.8%), Massachusetts Development Finance Agency, Revenue Bonds, Northeastern University, Series 2022 (4.6%). 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.