LWAIX Mutual Fund
LWAIX Mutual Fund
Western Asset Ultra-Short Income Fund Class C
LWAIX Mutual Fund Overview
LWAIX Mutual Fund (Western Asset Ultra-Short Income Fund Class C) is managed by Franklin Templeton Investments (US) with $3.0M in net assets. LWAIX expense ratio is 1.45%, holding 490 positions across sectors including Other, Financials, Energy. Inception date: 2012-08-01.
LWAIX performance shows a YTD return of 1.68%. The 1-year return is 3.77% and the 5-year return is 2.83%. LWAIX dividend yield stands at 2.85%, paid monthly.
LWAIX top holdings include United States Treasury Note/Bond 4.62% 04/30/2029 (3.8%), Wa Premier Institutional Government Reserves - Premium Shares (3.3%), Morgan Stanley 0.985 12/10/2026 (1.9%), Fed Hm Ln Bk Bd 12-08-21 (1.8%), Mars Inc Sr Unsecured 144A 03/28 4.6 (1.0%). View all LWAIX holdings, sector breakdown, or dividend history.
LWAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LWAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.