SHIAX Mutual Fund

SHIAX Mutual Fund (Western Asset Short Duration High Income Fund Class A) is managed by Franklin Templeton Investments (US) with $439.7M in net assets. SHIAX expense ratio is 0.97%, holding 395 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1992-11-06.

SHIAX performance shows a YTD return of 2.20%. The 1-year return is 5.50% and the 5-year return is 4.51%. SHIAX dividend yield stands at 6.73%, paid monthly.

SHIAX top holdings include Wa Premier Institutional Government Reserves - Premium Shares (3.3%), Allied Universal Holdco Llc 7.875% 15-Feb-2031 (1.3%), American Airlines Inc Regd 144A P/P 8.50000000 (1.1%), Venture Global Lng Inc 144A 8.38% Jun 01, 2031 (1.0%), First Quantum Minerals Ltd 9.3750% Mat 03/01/2029 (1.0%). Go to all SHIAX holdings, SHIAX sectors, or SHIAX dividends.

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