LWSOX Mutual Fund
LWSOX Mutual Fund
LWSOX Mutual Fund
Western Asset Short-Term Bond Fund Class C
LWSOX Mutual Fund Overview
LWSOX Mutual Fund (Western Asset Short-Term Bond Fund Class C) is managed by Franklin Templeton Investments (US) with $1.5M in net assets. LWSOX expense ratio is 1.55%, holding 495 positions across sectors including Financials, Energy, Health Care. Inception date: 2012-08-01.
LWSOX performance shows a YTD return of 0.60%. The 1-year return is 1.74% and the 5-year return is 1.09%. LWSOX dividend yield stands at 3.37%, paid monthly.
LWSOX 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 LWSOX holdings, LWSOX sectors, or LWSOX dividends.
LWSOX can be compared against other funds. Use LWSOX overlap to find shared positions, or LWSOX vs another fund for a side-by-side view. LWSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.