SMLPX Mutual Fund
SMLPX Mutual Fund
SMLPX Mutual Fund
Westwood Salient MLP & Energy Infrastructure Fund Class I
SMLPX Mutual Fund Overview
SMLPX Mutual Fund (Westwood Salient MLP & Energy Infrastructure Fund Class I) is managed by Westwood Funds with $1.21B in net assets. SMLPX expense ratio is 1.08%, holding 53 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 19.54%. SMLPX dividend yield stands at 3.68%, paid quarterly.
SMLPX top holdings include Energy Transfer LP (10.3%), Williams Cos Inc/the (8.2%), DT Midstream Inc (7.7%), Kinder Morgan Inc./de (6.9%), Enbridge Inc. (6.6%). 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.