Morningstar

Western Asset Intermediate Maturity California Municipals Fund Class C SIMLX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 8.15  /  −0.12 %
  • Total Assets 67.1M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.480%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni California Intermediate
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.34%
  • Effective Duration 5.87 years

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:35 AM GMT+0

Morningstar’s Analysis SIMLX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Western Asset Interm Maturity CA Muni C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SIMLX

More SIMLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%

5.60 4M
municipal

M-S-R ENERGY AUTH CALIF GAS REV 6.125%

5.18 3M
municipal

ALAMEDA CORRIDOR TRANSN AUTH CALIF REV 5%

4.04 3M
municipal

NORTHERN CALIF ENERGY AUTH COMMODITY SUPPLY REV 5%

3.94 3M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 4%

3.78 3M
municipal

TENDER OPT BD TR RCPTS / CTFS VAR STS 0%

3.35 2M
municipal

SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5%

3.35 2M
municipal

CALIFORNIA ST PUB WKS BRD LEASE REV 5%

3.24 2M
municipal

SACRAMENTO CALIF MUN UTIL DIST ELEC REV 5%

3.19 2M
municipal

STOCKTON CALIF PUB FING AUTH WTR REV 5%

3.13 2M
municipal

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