A middling Parent Pillar and a subpar Process Pillar help limit Western Asset Massachusetts Muni C 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 11.60 / 0.02 %
- Total Assets 66.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.300%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Muni Massachusetts
- Credit Quality / Interest Rate Sensitivity Medium / Extensive
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.59%
- Effective Duration 8.32 years
Morningstar’s Analysis SMALX
Will SMALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.