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 71 positions across sectors including Financials, Industrials, Utilities. Inception date: 2003-10-08.

SRTMX performance shows a YTD return of -0.54%. The 1-year return is 2.59% and the 5-year return is 0.27%. SRTMX dividend yield stands at 2.89%, paid monthly.

SRTMX top holdings include Triborough Ny Bridge Tunnel Trbtrn 02/29 Fixed 5 (6.4%), State Of Connecticut Special Tax Revenue 5 2033-07-01 (4.2%), State Of Ohio 5 2032-09-01 (4.2%), McAfee Corp., Series 144A, Senior, Unsecured, Notes, Callable, 7.375% Feb 15, 2030 (3.7%), County Of Loudoun 5 2029-12-01 (3.5%). 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.