SHORX Mutual Fund

SHORX Mutual Fund (Western Asset Oregon Municipals Fund Class A) is managed by Franklin Templeton Investments (US) with $13.7M in net assets. SHORX expense ratio is 0.75%, holding 51 positions across sectors including Consumer Discretionary, Industrials, Financials. Inception date: 1994-05-23.

SHORX performance shows a YTD return of 2.34%. The 1-year return is 6.86% and the 5-year return is 0.63%. SHORX dividend yield stands at 2.55%, paid monthly.

SHORX top holdings include Metro/Or (7.5%), Oregon (State Of) (Article Xi-Q State), Series 2021, Go Bonds (6.0%), City Of Eugene Or Electric Uti 5.0000% Mat 08/01/2053 (5.5%), Washington & Clackamas Counties School District No 23j Tigard-tualatin (5.2%), Salem Hospital Facility Authority (5.2%). View all SHORX holdings, sector breakdown, or dividend history.

SHORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHORX alternatives are available via the screener, along with tax-loss harvesting opportunities.