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Morningstar

Western Asset Short-Term Bond C LWSOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 3.64  /  0.03 %
  • Total Assets 797.5 Mil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.500%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.30%
  • Effective Duration 1.88 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LWSOX

Will LWSOX 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 LWSOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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Western Asset Short-Term Bond 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 most expensive quintile among peers.

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