Skip to Content

Western Asset Short Duration Muni Inc I SMDYX

Analyst rating as of
NAV / 1-Day Return
5.15  /  0.01 %
Total Assets
870.7 Mil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Average
Longest Manager Tenure
18.61 years
Category
Muni National Short
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.19%
Effective Duration
2.19 years
Premium

Morningstar’s Analysis

Will SMDYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A seasoned team is at the helm.

Senior Analyst

Summary

| |

Western Asset Short Duration Municipal Income is managed by an experienced team that plies a thoughtful and repeatable investment approach to building this portfolio. Yet, the strategy hasn’t displayed an edge over peers over the longer term, resulting in a Morningstar Analyst Rating of Neutral for most share classes and a Negative for its more expensive C shares.

Unlock our full analysis with Morningstar Premium