SMALX Mutual Fund
SMALX Mutual Fund
SMALX Mutual Fund
Western Asset Massachusetts Municipals Fund Class C
SMALX Mutual Fund Overview
SMALX Mutual Fund (Western Asset Massachusetts Municipals Fund Class C) is managed by Franklin Templeton Investments (US) with $460,494.66 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 2.74%. The 1-year return is 7.86% and the 5-year return is -0.24%. SMALX dividend yield stands at 1.96%, 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%), Ma Dev Fin Agy 5 4/37 5 (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.