LWARX Mutual Fund
LWARX Mutual Fund
LWARX Mutual Fund
Western Asset Short-Term Bond Fund Class R
LWARX Mutual Fund Overview
LWARX Mutual Fund (Western Asset Short-Term Bond Fund Class R) is managed by Franklin Templeton Investments (US) with $194,438.39 in net assets. LWARX expense ratio is 1.10%, holding 495 positions across sectors including Financials, Energy, Health Care. Inception date: 2014-01-31.
LWARX performance shows a YTD return of 0.88%. The 1-year return is 2.20% and the 5-year return is 1.71%. LWARX dividend yield stands at 3.83%, paid monthly.
LWARX top holdings include United States Treasury Notes 4.75% Nov 15/53 (4.0%), United States Treasury Note/Bond,Us Treasury N/B 4.88 2026-04-30 (3.0%), Wa Premier Institutional Government Reserves - Premium Shares (2.6%), Federal Home Loan Bank Discount Notes 0 2026-01-23 (1.5%), Enterpris 3.7% 02/15/26 (1.1%). Go to all LWARX holdings, LWARX sectors, or LWARX dividends.
LWARX can be compared against other funds. Use LWARX overlap to find shared positions, or LWARX vs another fund for a side-by-side view. LWARX alternatives are available via the screener, along with tax-loss harvesting opportunities.