SHNJX Mutual Fund
SHNJX Mutual Fund
Western Asset New Jersey Municipals Fund Class A
SHNJX Mutual Fund Overview
SHNJX Mutual Fund (Western Asset New Jersey Municipals Fund Class A) is managed by Franklin Templeton Investments (US) with $92.4M in net assets. SHNJX expense ratio is 0.81%, holding 85 positions across sectors including Other, Financials, Industrials. Inception date: 1988-04-22.
SHNJX performance shows a YTD return of 2.72%. The 1-year return is 7.25% and the 5-year return is 1.19%. SHNJX dividend yield stands at 3.14%, paid monthly.
SHNJX top holdings include New Jersey St Econ Dev Auth Mtr Vehcl Surcharge Revenue (4.2%), Tobacco Settlement Fing Corp Nj (4.2%), New Jersey Health Care Facilities Financing Authority 5 2046-07-01 (3.7%), New Jersey Economic Development Authority, Revenue Bonds, Provident Group - Montclair Properties Llc, Montclair State University Student Housing Proje (3.3%), New Jersey St Econ Dev Auth Spl Fac Revenue (3.2%). View all SHNJX holdings, sector breakdown, or dividend history.
SHNJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SHNJX alternatives are available via the screener, along with tax-loss harvesting opportunities.