LWHIX Mutual Fund

LWHIX Mutual Fund (Western Asset Short Duration High Income Fund Class C) is managed by Franklin Templeton Investments (US) with $15.5M in net assets. LWHIX expense ratio is 1.68%, holding 395 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2012-08-01.

LWHIX performance shows a YTD return of 0.90%. The 1-year return is 1.72% and the 5-year return is 3.89%. LWHIX dividend yield stands at 6.76%, paid monthly.

LWHIX top holdings include Wa Premier Institutional Government Reserves - Premium Shares (2.4%), First Quantum Minerals L 7.2500% Mat 02/15/2034 (1.3%), Echostar Corp 10.7500% Mat 11/30/2029 (1.1%), Pm General Purchaser Llc 9.5000% Mat 10/01/2028 (1.0%), Venture Global 8.3750% Mat 06/01/2031 (1.0%). Go to all LWHIX holdings, LWHIX sectors, or LWHIX dividends.

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