Western Asset Massachusetts Municipals FundSMALX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$30.4M
Expense ratio
1.30%
1-year return
+3.2%
3 years, a year
+3.3%
5 years, a year
+0.1%
Holdings
44
What it aims to do.
The fund seeks to provide Massachusetts investors with as high a level of current income exempt from federal income tax and Massachusetts personal income taxes as is consistent with the preservation of principal.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Massachusetts St Dev Fin Agy | 7.17% |
| Massachusetts St Dev Fin Agy | 6.09% |
| Massachusetts St Dev Fin Agy | 5.94% |
| Massachusetts St Dev Fin Agy | 5.07% |
| Massachusetts St Dev Fin Agy | 4.94% |
| Massachusetts St Dev Fin Agy | 4.61% |
| Plymouth Mass | 4.52% |
| Massachusetts St Dev Fin Agy | 4.43% |
| Massachusetts St Port Auth | 4.24% |
| Massachusetts St | 3.99% |
More on SMALX.
- SMALX overview
- SMALX holdings
- SMALX risk
- SMALX costs
- SMALX money in and out
- SMALX share classes
- Compare SMALX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.