LWARX Mutual Fund
LWARX Mutual Fund
Western Asset Short-Term Bond Fund Class R
LWARX Mutual Fund Overview
LWARX Mutual Fund (Western Asset Short-Term Bond Fund Class R) is managed by Franklin Templeton Investments (US) with $191,094.39 in net assets. LWARX expense ratio is 1.11%, holding 479 positions across sectors including Other, Financials, Energy. Inception date: 2014-01-31.
LWARX performance shows a YTD return of -1.62%. The 1-year return is 3.68% and the 5-year return is 1.67%. LWARX dividend yield stands at 4.39%, paid monthly.
LWARX top holdings include United States Treasury Notes 0375% 11-30-25 (4.0%), United States Treasury Notest 4.875 04/30/26 (3.0%), Wa Premier Institutional Government Reserves - Premium Shares (2.6%), Federal Home Loan Bank Discount Notes 0 2026-01-23 (1.5%), Enterpris 3.7% 02/15/26 (1.1%). View all LWARX holdings, sector breakdown, or dividend history.
LWARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LWARX alternatives are available via the screener, along with tax-loss harvesting opportunities.