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Morningstar

Western Asset Intermediate-Term Muni I SBTYX

Morningstar Analyst Rating
Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 6.09  /  0.14 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.430%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.45%
  • Effective Duration 5.79 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis SBTYX

Will SBTYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBTYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SBTYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SBTYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A seasoned team is at the helm here.

Associate Director

Summary

| by Elizabeth Foos

Western Asset Intermediate-Term Muni is run by a knowledgeable and collaborative team that follows a careful and repeatable process when building this portfolio. The strategy earns a Morningstar Analyst Rating of Bronze for its cheapest share class and Neutral for its more expensive shares.

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