Morningstar

Western Asset Short Duration High Income Fund Class C LWHIX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $4.59  /  0.00
  • Fund Size $571.8M
  • Adjusted Expense Ratio 1.680%
  • Net Expense Ratio 1.650%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 6.76%
  • Average Effective Duration 2.26 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LWHIX

Will LWHIX outperform in the 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 LWHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LWHIX 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 LWHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Western Asset Short Duration High Inc C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings LWHIX

More LWHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Western Asset Prem Instl Govtt Rsrv Pref

2.08 12M
Cash and Equivalents

First Quantum Minerals Ltd. 7.25%

1.25 7M
Corporate

EchoStar Corp. 10.75%

1.18 7M
Corporate

Corecivic Inc 8.25%

0.99 6M
Corporate

Venture Global LNG Inc. 8.375%

0.98 6M
Corporate

Pm General Purchaser Llc 9.5%

0.93 5M
Corporate

Yondr Jk 1 LLC 6.875%

0.74 4M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

0.74 4M
Corporate

Rocket Companies Inc 6.125%

0.73 4M
Corporate

Mcclatchy Media Co LLC 11%

0.72 4M
Corporate

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