SHDLX Mutual Fund

SHDLX Mutual Fund (Western Asset Short Duration Municipal Income Fund Class C) is managed by Franklin Templeton Investments (US) with $6.7M in net assets. SHDLX expense ratio is 0.96%, holding 147 positions across sectors including Financials, Utilities, Industrials. Inception date: 2003-03-18.

SHDLX performance shows a YTD return of 0.73%. The 1-year return is 2.29% and the 5-year return is 1.07%. SHDLX dividend yield stands at 2.07%, paid monthly.

SHDLX 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 SHDLX holdings, SHDLX sectors, or SHDLX dividends.

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