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Western Asset California Municipals Fund Class A: (MF: SHRCX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 06:17 PM ET

$14.14 USD

+0.01 (0.07%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.34 58
3 months -0.66 62
6 months 1.41 46
1 Year 7.46 16
3 Year 3.63 54
5 Year 0.46 62
10 Year 1.68 52

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 18.49
Bear Market (10/07 - 2/09) -2.04
Bull Market (2/09 - 3/21) 79.01

Load Adjusted Returns as of May 31, 2026

1 Year 0.25
5 Year -0.22
10 Year 1.22
Since Inception 5.29

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.19 NA NA NA
2025 -0.15 -1.02 3.48 1.75
2024 0.30 0.74 2.31 -1.28
2023 2.43 -0.03 -3.26 6.57
2022 -6.32 -4.39 -3.40 3.50
2021 -0.49 2.16 -0.52 0.76

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.344.052.055.56-10.461.883.527.670.414.94-0.67
% Total Return Rel to Index -0.20-0.201.12-0.83-1.930.36-1.670.11-0.87-0.50-0.91
% Total Return Rel to Peer 0.000.75-0.16-0.08-1.220.31-0.340.76-0.430.29-0.24
% Perf Quintile vs Peer* 3.002.003.003.004.003.004.002.004.003.004.00
% Dividends 0.180.440.410.390.350.320.380.500.570.620.54
% Yield 1.033.013.083.012.471.982.303.013.533.733.29
Capital Gains ($) 0.000.000.000.000.030.190.250.090.000.010.00
Expense Ratio 0.900.820.740.760.760.770.760.790.750.730.72

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