SHRSX Mutual Fund

SHRSX Mutual Fund (Western Asset California Municipals Fund Class IS) is managed by Franklin Templeton Investments (US) with $3.9M in net assets. SHRSX expense ratio is 0.67%, holding 90 positions across sectors including Financials, Utilities, Health Care. Inception date: 2019-08-09.

SHRSX performance shows a YTD return of 0.76%. The 1-year return is 6.85% and the 5-year return is 0.36%. SHRSX dividend yield stands at 3.20%, paid monthly.

SHRSX 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 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.