SRTMX Mutual Fund

SRTMX Mutual Fund (SMA Relationship Trust Series M) is managed by UBS Asset Management (Americas) LLC with $380.0M in net assets. holding 85 positions across sectors including Financials, Industrials, Utilities. Inception date: 2003-10-08.

SRTMX performance shows a YTD return of -0.82%. The 1-year return is 1.66% and the 5-year return is 0.25%. SRTMX dividend yield stands at 2.91%, paid monthly.

SRTMX top holdings include Triborough Bridge & Tunnel Authority 5 02/01/2029 (6.2%), McAfee Corp., Series 144A, Senior, Unsecured, Notes, Callable, 7.375% Feb 15, 2030 (3.6%), County Of Loudoun 5 2029-12-01 (3.4%), County Of Montgomery Md 5% 12/01/2030 (3.1%), Texas St 5% Oct 01, 2036 (2.7%). Go to all SRTMX holdings, SRTMX sectors, or SRTMX dividends.

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