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Western Asset Oregon Municipals C SORLX

Quantitative rating as of
  • NAV / 1-Day Return 9.65  /  0.00 %
  • Total Assets 47.8 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni Single State Long
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.53%
  • Effective Duration 7.07 years

Morningstar’s Analysis SORLX

Will SORLX outperform in future?

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

Summary

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Western Asset Oregon Municipals C's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. 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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