Western Asset Short Duration High Income benefits from an experienced and well-resourced team, and management continues to make process enhancements to curtail some of its past risks. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive share class is rated Negative.
Western Asset Short Duration High Inc R LWSRX
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will LWSRX 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 LWSRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LWSRX 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 LWSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Improving, but it remains an aggressive short duration high-yield offering.
