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Western Asset California Municipals I LMCUX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 14.13  /  0.12 %
  • Total Assets 303.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.550%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Muni California Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.72%
  • Effective Duration 7.55 years

Morningstar’s Analysis LMCUX

Will LMCUX outperform in future?

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

Summary

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Western Asset California Municipals I's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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