ARMZX Mutual Fund

ARMZX Mutual Fund (Western Asset Ultra-Short Income Fund Class A) is managed by Franklin Templeton Investments (US) with $252.5M in net assets. ARMZX expense ratio is 0.65%, holding 556 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 1997-04-18.

ARMZX performance shows a YTD return of 3.03%. The 1-year return is 3.78% and the 5-year return is 3.85%. ARMZX dividend yield stands at 3.58%, paid monthly.

ARMZX top holdings include Us Treasury Note 4.0000% Mat 07/31/2032 (3.0%), Wa Premier Institutional Government Reserves - Premium Shares (2.5%), United States Treasury Note/Bo 3.7500% Mat 08/15/2027 (2.4%), Us Treasury Bill (1.7%), Australia And New Zealand Banking Group Limited 0.000000% (1.0%). Go to all ARMZX holdings, ARMZX sectors, or ARMZX dividends.

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