Unlock stock picks and a broker-level newsfeed that powers Wall Street.
NasdaqGM - Delayed Quote USD

Western Asset California Municipals A (SHRCX)

14.01
+0.05
+(0.36%)
At close: April 4 at 8:04:00 PM EDT
Loading Chart for SHRCX
  • Previous Close 13.96
  • YTD Return -0.24%
  • Expense Ratio 0.75%
  • Category Muni California Long
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 213.73M
  • Beta (5Y Monthly) 0.95
  • Yield 3.05%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.11
  • Inception Date Apr 9, 1984

The fund normally invests at least 80% of its assets in California municipal securities and other investments with similar economic characteristics, the interest on which is exempt from regular federal income tax and California state personal income tax but which may be subject to the federal alternative minimum tax. It normally invests in intermediate-term and long-term municipal securities that have remaining maturities from one to more than thirty years. It is non-diversified.

Franklin Templeton Investments

Fund Family

Muni California Long

Fund Category

213.73M

Net Assets

1984-04-09

Inception Date

Performance Overview: SHRCX

View More

Trailing returns as of 4/3/2025. Category is Muni California Long.

YTD Return

SHRCX
0.24%
Category
1.88%
 

1-Year Return

SHRCX
1.58%
Category
5.80%
 

3-Year Return

SHRCX
0.94%
Category
5.09%
 

5-Year Return

SHRCX
1.04%
Category
3.20%
 

People Also Watch

Recent News: SHRCX

View More

Research Reports: SHRCX

View More

Top Mutual Funds