SHRCX Mutual Fund

SHRCX Mutual Fund (Western Asset California Municipals Fund Class A) is managed by Franklin Templeton Investments (US) with $154.6M in net assets. SHRCX expense ratio is 0.94%, holding 90 positions across sectors including Financials, Utilities, Health Care. Inception date: 1984-04-09.

SHRCX performance shows a YTD return of 0.62%. The 1-year return is 6.67% and the 5-year return is 0.14%. SHRCX dividend yield stands at 2.98%, paid monthly.

SHRCX top holdings include Los Angeles County Public Works Financing Authority 5 12/01/2049 (7.8%), Caspol 5.000 11/21/45 (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%). Go to all SHRCX holdings, SHRCX sectors, or SHRCX dividends.

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