SMLPX Mutual Fund

SMLPX Mutual Fund (Westwood Salient MLP & Energy Infrastructure Fund Class I) is managed by Westwood Funds with $1.22B in net assets. SMLPX expense ratio is 1.08%, holding 48 positions across sectors including Energy, Utilities, Real Estate. Inception date: 2012-09-19.

SMLPX performance shows a YTD return of 23.18%. The 1-year return is 23.69% and the 5-year return is 19.26%. SMLPX dividend yield stands at 3.68%, paid quarterly.

SMLPX top holdings include Energy Transfer (9.6%), Kinder Morgan, Inc. Class P (8.6%), DT Midstream Inc (7.7%), Williams Cos. Inc. (7.7%), Enbridge Inc. (7.3%). Go to all SMLPX holdings, SMLPX sectors, or SMLPX dividends.

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