ARMZX Mutual Fund
ARMZX Mutual Fund
Western Asset Ultra-Short Income Fund Class A
ARMZX Mutual Fund Overview
ARMZX Mutual Fund (Western Asset Ultra-Short Income Fund Class A) is managed by Franklin Templeton Investments (US) with $246.2M in net assets. ARMZX expense ratio is 0.65%, holding 490 positions across sectors including Other, Financials, Energy. Inception date: 1997-04-18.
ARMZX performance shows a YTD return of 1.94%. The 1-year return is 4.57% and the 5-year return is 3.61%. ARMZX dividend yield stands at 3.57%, paid monthly.
ARMZX top holdings include United States Treasury Note/Bond 4.62% 04/30/2029 (3.8%), Wa Premier Institutional Government Reserves - Premium Shares (3.3%), Morgan Stanley 0.985 12/10/2026 (1.9%), Fed Hm Ln Bk Bd 12-08-21 (1.8%), Mars Inc Sr Unsecured 144A 03/28 4.6 (1.0%). View all ARMZX holdings, sector breakdown, or dividend history.
ARMZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ARMZX alternatives are available via the screener, along with tax-loss harvesting opportunities.