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Mutual Fund Insights: Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

In-depth Analysis of Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

Mutual fund chart: Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

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See Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) performance details as of January 31, 2010

  

    Last Trade: $5.16 on 3/19/2010, Change: +0.01 (0.19%)

  

Fund Manager - David T. Fare

Fund Manager Tenure: 7.0 years   [Similar Funds: SHDAX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Fare is portfolio manger with Western Asset. Prior to joining the firm in 2005, he was with Citigroup Asset Management or one of its affiliates since 1989.  Get more insights on David T. Fare

  

What we like about Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) What we like about Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

Data for Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) as of January 31, 2010

  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) management has been with Legg Mason Partners Short Dur Muni Inc C Fund for 7.0 years
  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) has good short-term performance (1-year return 4.25% vs 4.08% Muni National Short category average)
  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) has good mid-term performance (3-year return 4.02% vs 3.49% Muni National Short category average)
  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) has good Long-term performance (5-year return 3.22% vs 2.92% Muni National Short category average)
  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) ratio of up-years vs down years is greater than 2
  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) has an annual stock turnover rate of 12.00% vs Muni National Short average of 47.27%. It is good that Legg Mason Partners Short Dur Muni Inc C management does not trade extensively for its return.
  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.13, lower than category average of 2.59

  

What we are cautious about Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) What we are cautious about Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

Data for Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) as of January 31, 2010

  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) has a Morningstar rating of 3 and below
  • Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) has a higher management fee of 1.10% than its Muni National Short average of 0.83%
  • Even though Legg Mason Partners Short Dur Muni Inc C Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) performance details as of January 31, 2010

  

  

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Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) Net Asset

Track net asset change of Legg Mason Partners Short Dur Muni Inc C fund (SHDLX)

DateNet Asset
01/2010$948.75M
11/2009$825.21M
10/2009$784.47M
More historic net asset information on Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

  

Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) Portfolio Allocation

Track portfolio allocation change of Legg Mason Partners Short Dur Muni Inc C fund (SHDLX)

DateCashStockBondOther
09/20096.14%0%93.86%0%
06/20093.3%0%96.7%0%
03/20093.45%0%96.55%0%
Click here to see more historic asset allocation information on Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

  

Most Recent Top 10 Holdings in Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

Discover what Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX) manager is buying

30-Sep-09
Utah St Go Bds 4% [3.74%]
Knox Cnty Tenn Health Edl & Hs Var Rev B [2.5%]
GULF COAST WASTE DISP AUTH TEX REV BDS [2.45%]
District Columbia Income Tax R Rev Re 5% [2.31%]
York Cnty S C Pollutn Ctl Rev Rev 5.25% [2.22%]
California Statewide Cmntys De Rev Bd 5% [2.13%]
Harris Cnty Tex Health Facs De Var Rate [1.85%]
Orange Cnty Fla Tourist Dev Ta Ref Re 5% [1.65%]
New York St Twy Auth 4% [1.54%]
WHITING IND ENVIRONMENTAL FACS REV BDS [1.51%]

30-Jun-09
Harris Cnty Tex Health Facs De Var Rate [3.93%]
Knox Cnty Tenn Health Edl & Hs Var Rev B [3.31%]
Ohio St Air Quality Dev Auth 4.75% [2.91%]
Indiana Health Fac Fing Auth [2.43%]
Michigan St Strategic Fd Ltd O Var 5.25% [2.29%]
Pennsylvania Intergovernmental Spl Ta 5% [2.27%]
CITIZENS PPTY INS CORP FLA SENIOR SE [2.14%]
Colorado Health Facs Auth 5% [2.06%]
Blount Cnty Tenn Pub Bldg Auth [1.84%]
Michigan St Hsg Dev Auth 3.5% [1.7%]

31-Mar-09
Northern Mun Pwr Agy Minn Elec Rev Re 5% [3.33%]
New Jersey St Transn Tr Fd Aut Tra 5.25% [2.81%]
Jea Fla Elec Sys Rev Rev Bds 5% [2.77%]
CALIFORNIA INFRASTRUCTURE & EC REV BDS [2.58%]
YORK CNTY S C POLLUTN CTL REV REV REF B [2.58%]
Montgomery Cnty Tenn Pub Bldg Var Rate [2.53%]
Kentucky St Ppty & Bldgs Commn Rev 5.25% [2.18%]
Burlington Kans Environmental Imp 5.25% [2.07%]
Ohio St Air Quality Dev Auth 5.25% [2.06%]
Harris Cnty Tex Health Facs De Rev Bds [1.96%]
Click here for Stock Holding Change Map in Legg Mason Partners Short Dur Muni Inc C Fund (SHDLX)

  

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