SHDLX Mutual Fund

SHDLX Mutual Fund (Western Asset Short Duration Municipal Income Fund Class C) is managed by Franklin Templeton Investments (US) with $6.3M in net assets. SHDLX expense ratio is 0.96%, holding 145 positions across sectors including Financials, Utilities, Industrials. Inception date: 2003-03-18.

SHDLX performance shows a YTD return of 0.92%. The 1-year return is 1.68% and the 5-year return is 1.13%. SHDLX dividend yield stands at 2.27%, paid monthly.

SHDLX top holdings include Indianapolis Local Public Improvement Bond Bank (2.8%), City & County Of Denver Co Airport System Revenue (2.5%), Triborough Bridge & Tunnel Authority 5 03/15/2029 (2.5%), New Jersey St Transprtn Trust 0.0000% Mat 12/15/2027 (2.1%), Long Island Power Authority 3 2049-09-01 (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.