Morningstar

Western Asset Short Duration High Income Fund Class R LWSRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 4.63  /  +0.22 %
  • Total Assets 578.5M
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.400%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 7.01%
  • Effective Duration 2.01 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:31 AM GMT+0

Morningstar’s Analysis LWSRX

Will LWSRX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Western Asset Short Duration High Inc R 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LWSRX

More LWSRX 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

2.48 14M
Cash and Equivalents

First Quantum Minerals Ltd. 7.25%

1.29 8M
Corporate

EchoStar Corp. 10.75%

1.17 7M
Corporate

Pm General Purchaser Llc 9.5%

1.04 6M
Corporate

Venture Global LNG Inc. 8.375%

0.98 6M
Corporate

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

0.77 4M
Corporate

United Air Lines, Inc. 4.625%

0.76 4M
Corporate

Corecivic Inc 8.25%

0.76 4M
Corporate

Rocket Companies Inc 6.125%

0.75 4M
Corporate

TKC Holdings Inc. 8.5%

0.72 4M
Corporate

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