SHORX Mutual Fund

SHORX Mutual Fund (Western Asset Oregon Municipals Fund Class A) is managed by Franklin Templeton Investments (US) with $12.8M in net assets. SHORX expense ratio is 0.75%, holding 51 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1994-05-23.

SHORX performance shows a YTD return of 0.71%. The 1-year return is 4.70% and the 5-year return is 0.24%. SHORX dividend yield stands at 2.63%, paid monthly.

SHORX top holdings include Oregon State Facilities Authority Dv&dp 08/01/2034 (8.6%), Metro/Or (7.4%), 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 (5.3%), Washington & Clackamas Counties School District No 23j Tigard-tualatin (5.1%). Go to all SHORX holdings, SHORX sectors, or SHORX dividends.

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