SHRSX Mutual Fund

SHRSX Mutual Fund (Western Asset California Municipals Fund Class IS) is managed by Franklin Templeton Investments (US) with $3.7M in net assets. SHRSX expense ratio is 0.67%, holding 91 positions across sectors including Financials, Utilities, Health Care. Inception date: 2019-08-09.

SHRSX performance shows a YTD return of 0.61%. The 1-year return is 5.50% and the 5-year return is 0.42%. SHRSX dividend yield stands at 3.52%, paid monthly.

SHRSX 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 SHRSX holdings, SHRSX sectors, or SHRSX dividends.

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