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Western Asset Short-Term Bond Fund (SSTLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
3.59000.0000 (0.00%)
At close: 08:01PM EDT
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Western Asset Short-Term Bond Fund

New York, NY 10004

55 Water Street, 32nd Floor

Legg Mason & Co., LLC

Management Information
Frederick R. Marki,Lead Manager since April 30, 2018
Frederick R. Marki is a Portfolio manager of Western since 2005. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. Marki joined Western Asset in 2006. Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. and its predecessor companies.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryShort-Term Bond
Fund FamilyFranklin Templeton Investments
Net Assets737.55M
YTD Return1.46%
Yield2.89%
Morningstar Rating★★
Inception DateNov 10, 1991

Fund Operations

Last Dividend0.07
Last Cap Gain-11.00
Holdings Turnover27.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSSTLXCategory Average
Annual Report Expense Ratio (net)0.70%0.68%
Prospectus Net Expense Ratio0.70%N/A
Prospectus Gross Expense Ratio0.73%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.59%
Max Deferred Sales LoadN/A1.12%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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