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Western Asset Short-Term Bond I SBSYX

Quantitative rating as of
  • NAV / 1-Day Return 3.64  /  0.03 %
  • Total Assets 797.5 Mil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.430%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.38%
  • Effective Duration 1.88 years

Morningstar’s Analysis SBSYX

Will SBSYX outperform in future?

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

Summary

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A lowering of People Pillar rating is the primary driver of Western Asset Short-Term Bond I's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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