Morningstar

Western Asset New York Municipals Fund Class C SBYLX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $11.00  /  0.00
  • Fund Size $220.3M
  • Adjusted Expense Ratio 1.320%
  • Net Expense Ratio 1.400%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Muni New York Long
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 2.97%
  • Average Effective Duration 8.66 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis SBYLX

Will SBYLX outperform in the 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 SBYLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SBYLX 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 SBYLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Western Asset New York Municipals C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SBYLX

More SBYLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 4%

5.74 13M
municipal

LIBERTY N Y DEV CORP REV 5.5%

4.43 10M
municipal

METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD 5%

4.37 10M
municipal

TRIBOROUGH BRDG & TUNL AUTH N Y REVS 0%

4.33 10M
municipal

NEW YORK TRANSN DEV CORP SPL FAC REV 5%

4.19 10M
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 4%

3.95 9M
municipal

NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5%

3.31 8M
municipal

NEW YORK TRANSN DEV CORP SPL FAC REV 5%

2.86 7M
municipal

NEW YORK ST DORM AUTH ST PERS INCOME TAX REV 5%

2.38 5M
municipal

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

2.22 5M
municipal

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