LWAIX Mutual Fund

LWAIX Mutual Fund (Western Asset Ultra-Short Income Fund Class C) is managed by Franklin Templeton Investments (US) with $2.4M in net assets. LWAIX expense ratio is 1.45%, holding 556 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2012-08-01.

LWAIX performance shows a YTD return of 2.08%. The 1-year return is 2.69% and the 5-year return is 2.99%. LWAIX dividend yield stands at 2.89%, paid monthly.

LWAIX 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 LWAIX holdings, LWAIX sectors, or LWAIX dividends.

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