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Western Asset Short Duration High Inc I SHIYX

Analyst rating as of
NAV / 1-Day Return
5.29  /  0.06 %
Total Assets
395.6 Mil
Adj. Expense Ratio
0.730%
Expense Ratio
0.730%
Fee Level
Above Average
Longest Manager Tenure
15.93 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
4.91%
Effective Duration
1.94 years
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Morningstar’s Analysis

Will SHIYX outperform in future?

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

Improving, but it remains an aggressive short duration high-yield offering.

Summary

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Western Asset Short Duration High Income benefits from an experienced and well-resourced team, and management continues to make process enhancements to curtail some of its past risks. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive share class is rated Negative.

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