Western Asset Short Duration High Income benefits from an experienced and well-resourced team, and management has tried to curtail its hunger for yield, but it remains a riskier proposition. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive earns a Negative.
Will LWSRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of LWSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.