LWAIX Mutual Fund
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 $2.7M in net assets. LWAIX expense ratio is 1.45%, holding 490 positions across sectors including Financials, Energy, Health Care. Inception date: 2012-08-01.
LWAIX performance shows a YTD return of 1.87%. The 1-year return is 3.62% and the 5-year return is 2.89%. LWAIX dividend yield stands at 2.84%, paid monthly.
LWAIX top holdings include United States Treasury Note/Bond 2029-04-30 (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 144A 4.6% Mar 01, 2028 (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.