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Western Asset Interm Maturity CA Muni A ITCAX

Quantitative rating as of
  • NAV / 1-Day Return 8.13  /  0.01 %
  • Total Assets 114.6 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Muni California Intermediate
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.10%
  • Effective Duration 4.99 years

Morningstar’s Analysis ITCAX

Will ITCAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Western Asset Interm Maturity CA Muni A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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