LWSTX Mutual Fund
LWSTX Mutual Fund
Western Asset Short-Term Bond Fund Class IS
LWSTX Mutual Fund Overview
LWSTX Mutual Fund (Western Asset Short-Term Bond Fund Class IS) is managed by Franklin Templeton Investments (US) with $62.3M in net assets. LWSTX expense ratio is 0.41%, holding 479 positions across sectors including Other, Financials, Energy. Inception date: 2012-10-05.
LWSTX performance shows a YTD return of 0.86%. The 1-year return is 3.47% and the 5-year return is 2.29%. LWSTX dividend yield stands at 4.12%, paid monthly.
LWSTX 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 LWSTX holdings, sector breakdown, or dividend history.
LWSTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LWSTX alternatives are available via the screener, along with tax-loss harvesting opportunities.