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Western Asset New Jersey Municipals Fund Class A: (MF: SHNJX)

(NASDAQ Mutual Funds) As of Apr 7, 2026 06:11 PM ET

$11.59 USD

+0.01 (0.09%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.89 55
3 months 2.09 38
6 months 6.18 68
1 Year 4.11 57
3 Year 4.40 27
5 Year 1.73 1
10 Year 2.32 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 22.30
Bear Market (10/07 - 2/09) 0.38
Bull Market (2/09 - 3/21) 75.22

Load Adjusted Returns as of Feb 28, 2026

1 Year -0.16
5 Year 0.54
10 Year 1.83
Since Inception 4.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.62 -0.17 2.50 1.86
2024 0.41 0.53 2.43 -0.76
2023 2.78 0.30 -3.16 6.68
2022 -5.51 -3.42 -2.96 2.47
2021 0.63 2.80 -0.09 0.42

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.893.572.626.50-9.273.793.696.840.805.16-0.62
% Total Return Rel to Index -0.23-0.671.680.10-0.742.27-1.50-0.71-0.48-0.28-0.86
% Total Return Rel to Peer 0.110.131.051.150.142.51-0.380.510.271.80-0.51
% Perf Quintile vs Peer* 2.003.000.001.003.001.004.002.003.001.004.00
% Dividends 0.050.360.360.340.320.290.310.380.440.430.38
% Yield 0.253.013.003.002.752.222.422.963.553.413.01
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.010.00
Expense Ratio 0.000.780.760.800.820.820.810.820.790.760.76

* 1 = Top 20%, 5 = Bottom 20%