SHDSX Mutual Fund
SHDSX Mutual Fund
Western Asset Short Duration Municipal Income Fund Class IS
SHDSX Mutual Fund Overview
SHDSX Mutual Fund (Western Asset Short Duration Municipal Income Fund Class IS) is managed by Franklin Templeton Investments (US) with $8.1M in net assets. SHDSX expense ratio is 0.35%, holding 147 positions across sectors including Other, Financials, Utilities. Inception date: 2017-09-18.
SHDSX performance shows a YTD return of 1.20%. The 1-year return is 3.65% and the 5-year return is 1.71%. SHDSX dividend yield stands at 2.54%, paid monthly.
SHDSX 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 SHDSX holdings, sector breakdown, or dividend history.
SHDSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHDSX alternatives are available via the screener, along with tax-loss harvesting opportunities.