SHORX Mutual Fund Price & Analysis
SHORX is a municipal bond mutual fund that focuses on investments in the state of Oregon. It is managed by Western Asset and is classified as Class A, indicating it is primarily intended for individual investors. This fund aims to provide tax-exempt income to its shareholders by investing in a diversified portfolio of municipal bonds issued by Oregon municipalities. With a ticker symbol of SHORX, this fund offers investors the opportunity to support local communities while potentially earning a steady stream of tax-free income.
SHORX Mutual Fund Chart & Stats
$9.17
At close: 4:00 PM EDT- Previous Close
- $9.17
- Sub-Category
- Municipal Bonds
- Total Liabilities
- $197.95K
- Expense Ratio
- 0.75%
- Holding Count
- 49
- Brand
- Legg Mason Partners Income Trust
- Category
- Fixed-Income
- Total Assets
- 39.79M
- Shares Outstanding
- N/A
- 52-Week Range
- $9.09 - $10.24
Top 10 Holdings
| Name | Weight % |
|---|---|
| USD_CASHMETRO (OR) | 7.63% |
| USD_CASHOREGON (OR), STATE OF | 6.23% |
| USD_CASHEUGENE ORE | 5.64% |
| USD_CASHTIGARD TUALATIN SCHOOL DISTRICT N.23J (OR) | 5.32% |
| USD_CASHSALEM HOSPITAL FACILITY AUTHORITY (OR) | 5.28% |
| USD_CASHOREGON FACILITIES AUTHORITY (OR) | 5.05% |
| USD_CASHNORTH CLACKAMAS SCHOOL DISTRICT N.12 (OR) | 4.55% |
| USD_CASHSPRINGFIELD SCHOOL DISTRICT N.19 (OR) | 4.53% |
| USD_CASHPORT OF PORTLAND THE (OR) | 4.52% |
| USD_CASHPOLK MARION & BENTON COUNTIES CENTRAL SCHOOL DISTRICT N.13J (OR) | 3.92% |
| Total | 52.67% |
Recently Viewed
No data currently available