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Western Asset Massachusetts Muni C SMALX

Quantitative rating as of
  • NAV / 1-Day Return 11.60  /  0.02 %
  • Total Assets 66.1 Mil
  • Adj. Expense Ratio
    1.300%
  • 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.

Summary

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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.

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