Western Asset New Jersey Municipals FundSHNJX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$153.9M
Expense ratio
0.81%
1-year return
+4.4%
3 years, a year
+3.3%
5 years, a year
+1.2%
Holdings
85
What it aims to do.
The fund seeks to provide New Jersey investors with as high a level of income exempt from regular federal income tax and New Jersey state personal income tax as is consistent with prudent investment management and the preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| New Jersey St Transn Tr Fd Auth | 4.91% |
| Tobacco Settlement Financing Corp (Va) | 4.24% |
| New Jersey Economic Dev Auth | 4.24% |
| New Jersey St Tpk Auth | 3.96% |
| New Jersey Health Care Facilities Financing Authority (Nj) | 3.74% |
| New Jersey Economic Dev Auth | 3.28% |
| New Jersey Economic Dev Auth | 3.22% |
| New Jersey St Transn Tr Fd Auth | 3.20% |
| Port Auth N Y & N J | 2.99% |
| New Jersey St Transn Tr Fd Auth | 2.65% |
More on SHNJX.
- SHNJX overview
- SHNJX holdings
- SHNJX risk
- SHNJX costs
- SHNJX money in and out
- SHNJX share classes
- Compare SHNJX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.