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Western Asset Massachusetts Municipals Fund Class C: (MF: SMALX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:00 PM ET

$11.44 USD

+0.01 (0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.80 71
3 months 1.89 69
6 months 6.49 55
1 Year 3.18 90
3 Year 3.25 89
5 Year 0.05 95
10 Year 0.83 95

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 15.67
Bear Market (10/07 - 2/09) -2.30
Bull Market (2/09 - 3/21) 49.19

Load Adjusted Returns as of Feb 28, 2026

1 Year 1.47
5 Year -0.58
10 Year 0.75
Since Inception 3.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.98 -1.22 2.98 1.76
2024 -0.01 0.16 2.24 -1.81
2023 2.29 -0.38 -3.54 6.99
2022 -6.90 -5.12 -4.02 4.11
2021 -0.77 2.06 -0.69 0.93

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.802.500.555.16-11.731.512.576.04-0.474.52-1.90
% Total Return Rel to Index -0.42-1.75-0.38-1.22-3.21-0.01-2.62-1.52-1.75-0.92-2.15
% Total Return Rel to Peer -0.07-0.94-1.01-0.18-2.310.23-1.50-0.29-1.001.16-1.80
% Perf Quintile vs Peer* 4.005.000.004.005.003.005.004.005.002.005.00
% Dividends 0.030.230.230.230.170.140.200.290.310.320.26
% Yield 0.151.961.921.941.501.041.502.132.412.431.97
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.301.301.301.301.301.301.301.301.301.30

* 1 = Top 20%, 5 = Bottom 20%