SHRSX Mutual Fund (Western Asset California Municipals Fund Class IS) is managed by Franklin Templeton Investments (US) with $3.8M in net assets. SHRSX expense ratio is 0.59%, holding 90 positions across sectors including Financials, Other, Utilities. Inception date: 2019-08-09.

SHRSX performance shows a YTD return of 2.39%. The 1-year return is 8.02% and the 5-year return is 0.86%. SHRSX dividend yield stands at 3.14%, paid monthly.

SHRSX 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 SHRSX holdings, sector breakdown, or dividend history.

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