SHDAX Mutual Fund

SHDAX Mutual Fund (Western Asset Short Duration Municipal Income Fund Class A) is managed by Franklin Templeton Investments (US) with $172.6M in net assets. SHDAX expense ratio is 0.55%, holding 147 positions across sectors including Financials, Utilities, Industrials. Inception date: 2003-03-17.

SHDAX performance shows a YTD return of 0.74%. The 1-year return is 2.46% and the 5-year return is 1.39%. SHDAX dividend yield stands at 2.41%, 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%). Go to all SHDAX holdings, SHDAX sectors, or SHDAX dividends.

SHDAX can be compared against other funds. Use SHDAX overlap to find shared positions, or SHDAX vs another fund for a side-by-side view. SHDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.