Advertisement
Skip to Content

Western Asset Ultra-Short Income C LWAIX

Quantitative rating as of
  • NAV / 1-Day Return 8.88  /  0.01 %
  • Total Assets 555.9 Mil
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.450%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 1.19%
  • Effective Duration 0.47 years

Morningstar’s Analysis LWAIX

Will LWAIX outperform in future?

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

Summary

|

Western Asset Ultra-Short Income C's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor