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Western Asset Short-Term Bond A SBSTX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 3.63  /  0.00
  • Total Assets 802.6 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.22%
  • Effective Duration 1.88 years

Morningstar’s Analysis SBSTX

Will SBSTX outperform in future?

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

Summary

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Western Asset Short-Term Bond A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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