Western Asset Interm Maturity CA Muni C's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 8.12 / 0.14 %
- Total Assets 114.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.290%
- Distribution Fee Level Low
- 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 1.48%
- Effective Duration 4.99 years
Morningstar’s Analysis SIMLX
Will SIMLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.