SMRPX Mutual Fund
SMRPX Mutual Fund
SMRPX Mutual Fund
Westwood Salient MLP & Energy Infrastructure Fund Ultra Shares Class
SMRPX Mutual Fund Overview
SMRPX Mutual Fund (Westwood Salient MLP & Energy Infrastructure Fund Ultra Shares Class) is managed by Westwood Funds with $239,050.96 in net assets. SMRPX expense ratio is 0.99%, holding 53 positions across sectors including Energy, Utilities, Real Estate. Inception date: 2016-01-04.
SMRPX performance shows a YTD return of 25.48%. The 1-year return is 26.06% and the 5-year return is 18.89%. SMRPX dividend yield stands at 3.74%, paid quarterly.
SMRPX 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 SMRPX holdings, SMRPX sectors, or SMRPX dividends.
SMRPX can be compared against other funds. Use SMRPX overlap to find shared positions, or SMRPX vs another fund for a side-by-side view. SMRPX alternatives are available via the screener, along with tax-loss harvesting opportunities.