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Western Asset Short Duration Muni Inc C SHDLX

Analyst rating as of
NAV / 1-Day Return
5.12  /  0.19 %
Total Assets
839.6 Mil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
Low
Longest Manager Tenure
18.84 years
Category
Muni National Short
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.62%
Effective Duration
2.19 years
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Morningstar’s Analysis

Will SHDLX outperform in future?

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

A seasoned team is at the helm.

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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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