SHDSX Mutual Fund

SHDSX Mutual Fund (Western Asset Short Duration Municipal Income Fund Class IS) is managed by Franklin Templeton Investments (US) with $8.6M in net assets. SHDSX expense ratio is 0.35%, holding 147 positions across sectors including Financials, Utilities, Industrials. Inception date: 2017-09-18.

SHDSX performance shows a YTD return of 0.86%. The 1-year return is 2.66% and the 5-year return is 1.58%. SHDSX dividend yield stands at 2.59%, 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%). Go to all SHDSX holdings, SHDSX sectors, or SHDSX dividends.

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