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Morningstar

Western Asset Emerging Markets Dbt A LWEAX

Morningstar Analyst Rating
Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 4.15  /  0.48 %
  • Total Assets 17.6 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Emerging Markets Bond
  • Credit Quality / Interest Rate Sensitivity Low / Extensive
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 5.22%
  • Effective Duration 7.17 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis LWEAX

Will LWEAX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LWEAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LWEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LWEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Western Asset Emerging Markets Dbt A's Average Process Pillar and People Pillar ratings hold this strategy's 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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