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Western Asset Oregon Municipals Fund Class A: (MF: SHORX)

(NASDAQ Mutual Funds) As of Apr 9, 2026 06:02 PM ET

$9.74 USD

0.00 (NA)

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 1.86 61
3 months 1.99 54
6 months 5.90 77
1 Year 4.61 25
3 Year 3.88 60
5 Year 1.04 43
10 Year 1.75 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 21.37
Bear Market (10/07 - 2/09) -0.66
Bull Market (2/09 - 3/21) 63.00

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.32
5 Year -0.36
10 Year 1.24
Since Inception 3.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.01 -0.30 2.88 1.49
2024 -0.04 0.38 2.50 -1.34
2023 1.90 -0.60 -3.33 6.44
2022 -5.67 -3.51 -3.46 3.62
2021 -0.57 1.80 -0.46 0.87

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.864.091.474.22-8.961.634.196.480.264.09-0.46
% Total Return Rel to Index -0.30-0.160.53-2.17-0.430.11-1.00-1.08-1.02-1.34-0.71
% Total Return Rel to Peer 0.040.64-0.09-1.120.460.350.110.14-0.260.73-0.36
% Perf Quintile vs Peer* 2.002.000.005.002.003.003.003.004.003.004.00
% Dividends 0.040.240.230.210.190.180.190.260.330.330.28
% Yield 0.212.422.312.432.011.641.732.433.203.102.69
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.750.750.750.750.750.750.750.750.750.75

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