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LWSRX Western Asset Short Duration High Inc R

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Fund LWSRX Western Asset Short Duration High Inc R SHYG iShares 0-5 Year High Yield Corp Bd SJNK SPDR® Blmbg BarclaysST HY Bd ETF  
Similarity
?
100% 96% 96%
Annual Fees
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$134.67
(1.32% Exp. Ratio)
$30.61
(0.30% Exp. Ratio)
$40.81
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$12,247.12 $16,673.03 $16,178.56
Est. savings over 30 yrs +$4,425.91 +$3,931.44
Return
As of 12/31/16
1 YR RETURN 11.36%
3 YR 0.09%
5 YR 4.91%
10 YR 5.17%
1 YR RETURN 12.31%
3 YR 2.81%
5 YR --
10 YR --
1 YR RETURN 14.27%
3 YR 1.96%
5 YR --
10 YR --
Description
The investment seeks high current income. The fund normally invests at least 80% of its assets in high yield debt securities. High yield securities are rated below investment grade (that is, securities rated below the Baa/BBB categories, or, if unrated, determined to be of comparable credit quality by the subadviser) and are commonly known as "high yield" or "junk" bonds. Its investments may include, but will not be limited to, high yield corporate debt securities and adjustable rate bank loans. The fund may also engage in a variety of transactions using derivatives in order to change the investment characteristics of its portfolio and for other purposes.
The investment seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds with remaining maturities of less than five years. The fund seeks to track the investment results of the Markit iBoxx® USD Liquid High Yield 0-5 Index, which is designed to reflect the performance of U.S. dollar-denominated high yield corporate debt. The fund generally invests at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays US High Yield 350mn Cash Pay 0-5 Yr 2% Capped Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of short-term publicly issued U.S. dollar-denominated high yield corporate bonds. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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