SMFPX Mutual Fund
SMFPX Mutual Fund
SMFPX Mutual Fund
Westwood Salient MLP & Energy Infrastructure Fund Class C
SMFPX Mutual Fund Overview
SMFPX Mutual Fund (Westwood Salient MLP & Energy Infrastructure Fund Class C) is managed by Westwood Funds with $13.0M in net assets. SMFPX expense ratio is 2.09%, holding 53 positions across sectors including Energy, Utilities, Real Estate. Inception date: 2013-01-08.
SMFPX performance shows a YTD return of 22.43%. The 1-year return is 22.42% and the 5-year return is 18.34%. SMFPX dividend yield stands at 2.75%, paid quarterly.
SMFPX top holdings include Energy Transfer (10.3%), Williams Cos. Inc. (8.2%), DT Midstream Inc (7.7%), Kinder Morgan Inc./de (6.9%), Enbridge Inc. (6.6%). Go to all SMFPX holdings, SMFPX sectors, or SMFPX dividends.
SMFPX can be compared against other funds. Use SMFPX overlap to find shared positions, or SMFPX vs another fund for a side-by-side view. SMFPX alternatives are available via the screener, along with tax-loss harvesting opportunities.