Morningstar

Western Asset Short-Term Bond Fund Class IS LWSTX

Medalist Rating as of Aug 31, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks current income, preservation of capital and liquidity. The fund normally invests at least 80% of its assets in "investment grade" fixed income securities. Securities in which the fund invests include corporate debt securities, bank obligations, mortgage- and asset-backed securities and securities issued by the U.S. government and its agencies and instrumentalities. It may invest up to 25% of its assets in U.S. dollar denominated securities of non-U.S. issuers. The adviser may also engage in a variety of transactions using derivatives in order to change the investment characteristics of its portfolio and for other purposes.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SBSYX	Western Asset Short-Term Bond Fund Class I	Institutional	Open			Feb 7, 1996	$44.05M	0.420%	Average	$1M	−$11.08M
LWSTX	Western Asset Short-Term Bond Fund Class IS	Institutional	Open			Oct 5, 2012	$61.57M	0.400%	Below Average	$1M	−$3.44M
SBSTX	Western Asset Short-Term Bond Fund Class A	Front Load	Open			Nov 11, 1991	$119.41M	0.700%	Average	$1,000	−$17.58M
SSTLX	Western Asset Short-Term Bond Fund Class C1	Level Load	Closed			Aug 5, 2002	$354,927.00	1.030%	Low	$1,000	$256.79
LWSOX	Western Asset Short-Term Bond Fund Class C	Level Load	Open			Aug 1, 2012	$1.48M	1.550%	High	$1,000	−$693,578.86
LWARX	Western Asset Short-Term Bond Fund Class R	Retirement, Medium	Open			Jan 31, 2014	$225,694.00	1.100%	High	$0	$24,709.46

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