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Western Asset Short-Term Bond R LWARX

Quantitative rating as of
  • NAV / 1-Day Return 3.64  /  0.03 %
  • Total Assets 797.5 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.71%
  • Effective Duration 1.88 years

Morningstar’s Analysis LWARX

Will LWARX outperform in future?

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

Summary

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A decline in People Pillar rating is the primary driver of Western Asset Short-Term Bond R's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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