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Western Asset Ultra-Short Income I SBAYX

Quantitative rating as of
  • NAV / 1-Day Return 8.75  /  0.15 %
  • Total Assets 553.3 Mil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.390%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.23%
  • Effective Duration 0.47 years

Morningstar’s Analysis SBAYX

Will SBAYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Western Asset Ultra-Short Income I's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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