LWSTX Mutual Fund
LWSTX Mutual Fund
LWSTX Mutual Fund
Western Asset Short-Term Bond Fund Class IS
LWSTX Mutual Fund Overview
LWSTX Mutual Fund (Western Asset Short-Term Bond Fund Class IS) is managed by Franklin Templeton Investments (US) with $61.7M in net assets. LWSTX expense ratio is 0.40%, holding 495 positions across sectors including Financials, Energy, Health Care. Inception date: 2012-10-05.
LWSTX performance shows a YTD return of 1.36%. The 1-year return is 2.90% and the 5-year return is 2.34%. LWSTX dividend yield stands at 4.52%, paid monthly.
LWSTX 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 LWSTX holdings, LWSTX sectors, or LWSTX dividends.
LWSTX can be compared against other funds. Use LWSTX overlap to find shared positions, or LWSTX vs another fund for a side-by-side view. LWSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.