LMCUX Mutual Fund
LMCUX Mutual Fund
Western Asset California Municipals Fund Class I
LMCUX Mutual Fund Overview
LMCUX Mutual Fund (Western Asset California Municipals Fund Class I) is managed by Franklin Templeton Investments (US) with $27.2M in net assets. LMCUX expense ratio is 0.62%, holding 90 positions across sectors including Financials, Utilities, Health Care. Inception date: 2007-03-02.
LMCUX performance shows a YTD return of 2.44%. The 1-year return is 8.03% and the 5-year return is 0.83%. LMCUX dividend yield stands at 3.16%, paid monthly.
LMCUX top holdings include Los Angeles County Public Works Financing Authority 5 12/01/2049 (7.8%), California St Poll Control Fing Auth Wtr Furnishing Revenue (5.3%), Northern California Energy Authority, California, Commodity Supply Revenue Bonds, Refunding Series 2024 (4.0%), California Var 02/52 (3.4%), Long Beach Bond Finance Authority, California, Natural Gas Purchase Revenue Bonds, Series 2007a (3.1%). View all LMCUX holdings, sector breakdown, or dividend history.
LMCUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMCUX alternatives are available via the screener, along with tax-loss harvesting opportunities.