SORLX Mutual Fund

SORLX Mutual Fund (Western Asset Oregon Municipals Fund Class C) is managed by Franklin Templeton Investments (US) with $183,089.97 in net assets. SORLX expense ratio is 1.30%, holding 51 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1995-05-16.

SORLX performance shows a YTD return of -4.20%. The 1-year return is -2.79% and the 5-year return is -0.32%. SORLX dividend yield stands at 2.20%, paid monthly.

SORLX top holdings include Oregon State Facilities Authority Dv&dp 08/01/2034 (8.6%), Metro/Or (7.4%), Oregon (State Of) (Article Xi-Q State), Series 2021, Go Bonds (6.0%), City Of Eugene Or Electric Uti 5.0000% Mat 08/01/2053 (5.3%), Washington & Clackamas Counties School District No 23j Tigard-tualatin (5.1%). Go to all SORLX holdings, SORLX sectors, or SORLX dividends.

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