Western Asset California Municipals FundSHRCX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$198.9M
Expense ratio
0.94%
1-year return
+4.6%
3 years, a year
+4.3%
5 years, a year
+1.1%
Holdings
90
What it aims to do.
The fund seeks to provide California investors with as high a level of current income exempt from regular federal income taxes and California state personal income taxes as is consistent with the preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Los Angeles Cnty Calif Pub Wks Fing Auth | 7.83% |
| California Pollution Ctl Fing Auth | 5.29% |
| Northern Calif Energy Auth | 3.98% |
| California Cmnty Choice Fing Auth | 3.40% |
| Long Beach Calif Bd Fin Auth | 3.07% |
| Southern Calif Pub Pwr Auth | 2.74% |
| San Diego Cnty Calif Regl Arpt Auth | 2.72% |
| California St Pub Wks Brd | 2.70% |
| Sacramento Calif Mun Util Dist | 2.67% |
| Los Angeles Calif Dept Wtr & Pwr | 2.56% |
More on SHRCX.
- SHRCX overview
- SHRCX holdings
- SHRCX risk
- SHRCX costs
- SHRCX money in and out
- SHRCX share classes
- Compare SHRCX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.