SPALX Mutual Fund

SPALX Mutual Fund (Western Asset Pennsylvania Municipals Fund Class C) is managed by Franklin Templeton Investments (US) with $1.7M in net assets. SPALX expense ratio is 1.47%, holding 73 positions across sectors including Utilities, Financials, Industrials. Inception date: 1994-04-05.

SPALX performance shows a YTD return of 0.54%. The 1-year return is 4.71% and the 5-year return is -0.42%. SPALX dividend yield stands at 2.37%, paid monthly.

SPALX top holdings include Westmoreland County Municipal Authority (10.0%), Pennsylvania Turnpike Commission Oil Franchise Tax Revenue 5 12/01/2053 (6.7%), City Of Philadelphia Pa Water & Wastewater Revenue 5 10/01/2043 (4.5%), Philadelphia, Pennsylvania, Airport Revenue Bonds, Refunding Series 2017b (4.0%), Lancaster County Hospital Authority, Pennsylvania, Revenue Bonds, Landis Homes Retirement Community Project, Refunding Series 2015a (3.9%). Go to all SPALX holdings, SPALX sectors, or SPALX dividends.

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