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Western Asset Short Duration Muni Inc A SHDAX

Analyst rating as of
NAV / 1-Day Return
5.16  /  0.01 %
Total Assets
870.5 Mil
Adj. Expense Ratio
0.560%
Expense Ratio
0.560%
Fee Level
Low
Longest Manager Tenure
18.58 years
Category
Muni National Short
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.04%
Effective Duration
2.16 years
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Morningstar’s Analysis

Will SHDAX outperform in future?

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Senior Analyst

Summary

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Western Asset Short Duration Municipal Income is managed by an experienced team that plies a thoughtful and repeatable investment approach to building this portfolio. Yet, the strategy hasn’t displayed an edge over peers over the longer term, resulting in a Morningstar Analyst Rating of Neutral for most share classes and a Negative for its more expensive C shares.

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