SHRCX Mutual Fund

SHRCX Mutual Fund (Western Asset California Municipals Fund Class A) is managed by Franklin Templeton Investments (US) with $142.9M in net assets. SHRCX expense ratio is 0.94%, holding 91 positions across sectors including Financials, Utilities, Health Care. Inception date: 1984-04-09.

SHRCX performance shows a YTD return of 0.38%. The 1-year return is 5.18% and the 5-year return is 0.18%. SHRCX dividend yield stands at 3.28%, paid monthly.

SHRCX top holdings include Caspol 5.000 11/21/45 (5.7%), Northern California Energy Authority, California, Commodity Supply Revenue Bonds, Refunding Series 2024 (4.2%), California Var 02/52 (3.6%), Lonutl 5.500 11/15/37 (3.0%), TENDER OPTION BOND TRUST RECEI 7.5920% Mat 12/01/2049 (3.0%). 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.