SMLSX Mutual Fund

SMLSX Mutual Fund (Western Asset Intermediate-Term Municipals Fund Class IS) is managed by Franklin Templeton Investments (US) with $180.8M in net assets. SMLSX expense ratio is 0.45%, holding 377 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-09-18.

SMLSX performance shows a YTD return of 0.72%. The 1-year return is 5.31% and the 5-year return is 1.00%. SMLSX dividend yield stands at 3.21%, paid monthly.

SMLSX top holdings include Empire State Development Corp 0.05 03/15/2047 (2.4%), New York N Y City Mun Wtr Fin 5% Jun 15, 2047 (2.2%), Ca Cmnty Choice- Frn 1/55 (1.9%), New York Transportation Development Corp. Special Facility Revenue (la Guardia Airport) (1.8%), New Hampshire Business Finance Authority 5 12/01/2035 (1.8%). Go to all SMLSX holdings, SMLSX sectors, or SMLSX dividends.

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