SICYX – Western Asset Interm Maturity CA Muni I Investment Strategy | Morningstar

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Strategy

The investment seeks to provide California investors with as high a level of current income exempt from federal income tax and California State personal income tax as is consistent with the preservation of principal. Under normal circumstances, the fund invests at least 80% of its assets in investment grade "California municipal securities" or other investments with similar economic characteristics. It may invest up to 20% of its assets in unrated securities that the subadviser determines to be equivalent to investment grade. The fund may invest in securities of any maturity. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SICYX	Western Asset Intermediate Maturity California Municipals Fund Class I	Institutional	Open			Sep 8, 1995	$14.99M	0.500%	Average	$1M	−$11,330.57
ITCAX	Western Asset Intermediate Maturity California Municipals Fund Class A	Front Load	Open			Dec 31, 1991	$47.10M	0.750%	Average	$1,000	−$5.78M
SIMLX	Western Asset Intermediate Maturity California Municipals Fund Class C	Level Load	Open			Jul 22, 2002	$1.80M	1.350%	Below Average	$1,000	−$1.13M

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