Western Asset Managed Municipals Fund (SHMMX) Research

The fund generally commits at least 80% of its capital to municipal bonds and other investments that share similar economic features. These holdings are specifically chosen because their interest income is typically free from regular federal income tax, though it could still be subject to the federal Alternative Minimum Tax (AMT). Its investment strategy focuses on municipal debt with both intermediate and extended durations, selecting securities that have remaining maturities spanning from one year to more than three decades at the point of purchase.

Market snapshot

Symbol
SHMMX
Price
$15.00
Day change
+0.07%
Market cap
$2.4B
P/E ratio
-296.99x
52-week range
14.23-15.12
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds International Vantage Fund (AIVFX)
  • Columbia Select Large Cap Value Fund (CSVZX)
  • Fidelity Freedom 2065 Fund (FFSFX)
  • Fidelity Freedom Blend 2025 Fund (FHAUX)
  • Fidelity Stock Sector Mid Cap Fund (FSSMX)
  • Parnassus Mid Cap Fund (PARMX)
  • BNY Mellon S&P 500 Index Fund (PEOPX)
  • AMG Funds - AMG Yacktman Focused Fund (YAFIX)

Open Western Asset Managed Municipals Fund (SHMMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.