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Western Asset California Municipals A SHRCX

Quantitative rating as of
  • NAV / 1-Day Return 14.10  /  0.02 %
  • Total Assets 301.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Muni California Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.55%
  • Effective Duration 7.55 years

Morningstar’s Analysis SHRCX

Will SHRCX outperform in future?

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

Summary

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Western Asset California Municipals A's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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