SHDAX Mutual Fund
SHDAX Mutual Fund
Western Asset Short Duration Municipal Income Fund Class A
SHDAX Mutual Fund Overview
SHDAX Mutual Fund (Western Asset Short Duration Municipal Income Fund Class A) is managed by Franklin Templeton Investments (US) with $174.7M in net assets. SHDAX expense ratio is 0.55%, holding 147 positions across sectors including Other, Financials, Utilities. Inception date: 2003-03-17.
SHDAX performance shows a YTD return of 1.10%. The 1-year return is 3.45% and the 5-year return is 1.51%. SHDAX dividend yield stands at 2.35%, paid monthly.
SHDAX top holdings include Indianapolis Local Public Improvement Bond Bank (2.6%), State Of Connecticut 4.0000% Mat 08/15/2030 (2.5%), City & County Of Denver Co Airport System Revenue (2.4%), Triborough Bridge & Tunnel Authority 5 03/15/2029 (2.3%), New Jersey St Transprtn Trust 0.0000% Mat 12/15/2027 (1.9%). View all SHDAX holdings, sector breakdown, or dividend history.
SHDAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.