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Western Asset Oregon Municipals A SHORX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis SHORX

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

  • People Pillar

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

Strength in Western Asset Oregon Municipals A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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