SHRCX Mutual Fund
SHRCX Mutual Fund
Western Asset California Municipals Fund Class A
SHRCX Mutual Fund Overview
SHRCX Mutual Fund (Western Asset California Municipals Fund Class A) is managed by Franklin Templeton Investments (US) with $154.1M in net assets. SHRCX expense ratio is 0.85%, holding 90 positions across sectors including Financials, Other, Utilities. Inception date: 1984-04-09.
SHRCX performance shows a YTD return of 2.27%. The 1-year return is 7.76% and the 5-year return is 0.63%. SHRCX dividend yield stands at 2.93%, paid monthly.
SHRCX top holdings include Los Angeles County Public Works Financing Authority 5 12/01/2049 (7.8%), California St Poll Control Fing Auth Wtr Furnishing Revenue (5.3%), Northern California Energy Authority, California, Commodity Supply Revenue Bonds, Refunding Series 2024 (4.0%), California Var 02/52 (3.4%), Long Beach Bond Finance Authority, California, Natural Gas Purchase Revenue Bonds, Series 2007a (3.1%). View all SHRCX holdings, sector breakdown, or dividend history.
SHRCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.