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SHIAX Western Asset Short Duration High Inc A

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Fund SHIAX Western Asset Short Duration High Inc A VWEHX Vanguard High-Yield Corporate Inv SJNK SPDR® Barclays Short Term Hi Yld Bd ETF  
100% 91% 95%
Annual Fees
(0.96% Exp. Ratio)
(0.23% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$13,607.96 $16,961.85 $16,115.89
Est. savings over 30 yrs +$3,353.89 +$2,507.93
As of 9/30/16
1 YR RETURN 4.41%
3 YR 0.78%
5 YR 5.67%
10 YR 5.77%
1 YR RETURN 9.82%
3 YR 5.49%
5 YR 7.61%
10 YR 6.59%
1 YR RETURN 8.65%
3 YR 2.10%
5 YR --
10 YR --
The investment seeks high current income. Under normal circumstances, the fund 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 "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 provide a high level of current income. The fund invests primarily in a diversified group of high-yielding, higher-risk corporate bonds-commonly known as "junk bonds"-with medium- and lower-range credit-quality ratings. It invests at least 80% of its assets in corporate bonds that are rated below Baa by Moody's Investors Service, Inc. (Moody's); have an equivalent rating by any other independent bond-rating agency; or, if unrated, are determined to be of comparable quality by the fund's advisor. The fund's high-yield bonds and loans mostly have short- and intermediate-term maturities.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the 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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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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