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Western Asset New Jersey Municipals Fund;A

Ranked 370 out of 577 in - US Dollar Municipal over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide New Jersey investors with as high a level of dividend income exempt from federal income taxes and New Jersey state personal income tax as is consistent with prudent investment management and the preservation of capital.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Municipal over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 -0.3% 1.5% 2.7% -0.1% -4.2%
2015 2.5% 0.8% -0.8% 0.7% 1.8%
2014 8.5% 3.2% 2.7% 1.5% 0.8%
2013 -4.7% 0.2% -2.5% -2.2% -0.3%
2012 7.6% 2.7% 1.7% 1.9% 1.1%
2011 9.7% -0.6% 4.4% 4.1% 1.5%
2010 2.1% 2.0% 1.2% 2.7% -3.8%
2009 16.7% 5.5% 3.9% 7.4% -1.0%
2008 -6.1% -0.5% 1.0% -3.1% -3.5%
2007 4.2% 1.2% -0.1% 1.8% 1.2%
2006 6.4% 1.7% 1.2% 2.3% 1.0%
2005 3.2% 0.6% 0.5% 1.2% 0.9%
2004 2.7% -0.1% 0.0% 1.2% 1.6%
2003 6.2% 1.0% 1.2% 1.8% 2.1%
2002 7.1% 1.2% 3.3% 2.9% -0.5%
2001 5.7% 1.9% 1.3% 2.7% -0.4%
2000 10.4% 2.4% 1.1% 2.1% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date22/04/1988
  • Share Class size162Mn
  • Base currencyUSD
  • ISIN US52469M1062

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.50%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).