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Western Asset Short Duration Muni Inc C SHDLX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 4.97  /  +0.01 %
  • Total Assets 376.1 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.72%
  • Effective Duration 2.18 years

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:43 AM GMT+0

Morningstar’s Analysis SHDLX

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Mike Buchanan Named Co-CIO of Western Asset; Ratings Unchanged

null Mike Mulach

Mike Mulach

Analyst Note

Western Asset named Mike Buchanan as co-CIO alongside Ken Leech on Sept. 1, 2023. While there are no indications that Leech has imminent plans to retire, we view this as part of prudent succession planning rather than a significant shift in investment responsibilities. Buchanan remains Western’s head of global credit and has been Western’s deputy CIO since 2015.

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Portfolio Holdings SHDLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4%

3.92 15.4 Mil
municipal

TENNESSEE ENERGY ACQUISITION CORP GAS REV 4%

2.46 9.6 Mil
municipal

NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY HSG REV 0.6%

2.15 8.4 Mil
municipal

LONG IS PWR AUTH N Y ELEC SYS REV 5%

2.05 8.0 Mil
municipal

INDIANAPOLIS IND LOC PUB IMPT BD BK 5%

1.94 7.6 Mil
municipal

CONNECTICUT ST 4%

1.90 7.4 Mil
municipal

CHANDLER ARIZ INDL DEV AUTH INDL DEV REV 5%

1.86 7.3 Mil
municipal

LANCASTER PORT AUTH OHIO GAS SUPPLY REV 5%

1.58 6.2 Mil
municipal

CYPRESS-FAIRBANKS TEX INDPT SCH DIST 0.28%

1.46 5.7 Mil
municipal

CONNECTICUT ST SPL TAX OBLIG REV 5%

1.41 5.5 Mil
municipal