Series M

Series M is a registered fund series of SMA RELATIONSHIP TRUST (series S000002663). Net assets $333.6M as of 2026-03-31.

Profile

Advisers

Top holdings (71 reported)

Showing 15 of 71 holdings by value.

HoldingTickerValue% of fund
Triborough Bridge & Tunnel Authority$21.3M638.32%
State of Connecticut Special Tax Revenue$14.1M423.82%
State of Ohio$13.8M414.76%
Harris County Cultural Education Facilities Finance Corp$12.3M368.48%
County of Loudoun VA$11.6M347.44%
County of Montgomery MD$10.7M320.51%
State of Texas$9.3M278.41%
State of Texas$9.1M272.34%
Comal Independent School District$9.0M269.58%
New Jersey Transportation Trust Fund Authority$8.4M251.70%
Ohio Water Development Authority Water Pollution Control Loan Fund$7.9M237.99%
County of Anne Arundel MD$7.8M232.56%
City of El Paso TX Water & Sewer Revenue$7.7M229.84%
School Board of Miami-Dade County/The$7.6M226.91%
County of Miami-Dade FL$6.2M187.27%

Net asset history

Report dateNet assets
2026-03-31$333.6M
2025-12-31$325.5M
2025-09-30$324.6M
2025-06-30$324.9M
2025-03-31$320.0M
2024-12-31$349.1M
2024-09-30$420.3M
2024-06-30$410.5M

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