Western Asset Short Duration High Income Fund
Name
As of 04/16/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
1.2%
1 yr return
7.9%
3 Yr Avg Return
2.2%
5 Yr Avg Return
3.4%
Net Assets
$460 M
Holdings in Top 10
10.5%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.99%
SALES FEES
Front Load 2.25%
Deferred Load N/A
TRADING FEES
Turnover 88.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000
IRA
$250
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/16/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
SHIAX - Profile
Distributions
- YTD Total Return 1.2%
- 3 Yr Annualized Total Return 2.2%
- 5 Yr Annualized Total Return 3.4%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 4.45%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameWestern Asset Short Duration High Income Fund
-
Fund Family NameFRANKLIN TEMPLETON
-
Inception DateJan 03, 1994
-
Shares OutstandingN/A
-
Share ClassA
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerMichael Buchanan
Fund Description
SHIAX - Performance
Return Ranking - Trailing
Period | SHIAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.2% | -6.8% | 4.6% | 9.87% |
1 Yr | 7.9% | -9.2% | 14.6% | 35.38% |
3 Yr | 2.2%* | -16.4% | 19.8% | 17.24% |
5 Yr | 3.4%* | -11.9% | 36.5% | 28.47% |
10 Yr | 2.8%* | -4.8% | 19.3% | 68.54% |
* Annualized
Return Ranking - Calendar
Period | SHIAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.6% | -4.7% | 14.3% | 93.14% |
2022 | -11.7% | -33.4% | 3.6% | 12.13% |
2021 | 1.3% | -8.4% | 14.9% | 18.52% |
2020 | -1.3% | -13.9% | 302.7% | 73.31% |
2019 | 4.8% | -4.4% | 13.3% | 85.62% |
Total Return Ranking - Trailing
Period | SHIAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.2% | -6.8% | 4.6% | 9.87% |
1 Yr | 7.9% | -9.2% | 14.6% | 35.38% |
3 Yr | 2.2%* | -16.4% | 19.8% | 17.24% |
5 Yr | 3.4%* | -11.9% | 36.5% | 28.47% |
10 Yr | 2.8%* | -4.8% | 19.3% | 68.54% |
* Annualized
Total Return Ranking - Calendar
Period | SHIAX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 11.2% | -4.7% | 18.2% | 71.61% |
2022 | -6.1% | -33.4% | 47.8% | 10.55% |
2021 | 6.6% | -8.4% | 24.8% | 19.34% |
2020 | 4.5% | -9.6% | 325.6% | 66.22% |
2019 | 10.8% | 0.9% | 21.5% | 83.54% |
NAV & Total Return History
SHIAX - Holdings
Concentration Analysis
SHIAX | Category Low | Category High | SHIAX % Rank | |
---|---|---|---|---|
Net Assets | 460 M | 1.45 M | 23.6 B | 55.32% |
Number of Holdings | 379 | 2 | 2736 | 44.89% |
Net Assets in Top 10 | 46.7 M | -492 M | 4.45 B | 65.79% |
Weighting of Top 10 | 10.51% | 4.2% | 146.9% | 76.16% |
Top 10 Holdings
- Western Asset Premier Institutional Government Reserves 1.88%
- Royal Caribbean Cruises Ltd 1.13%
- Teva Pharmaceutical Finance Netherlands III BV 1.07%
- Carnival Corp 1.03%
- Viking Cruises Ltd 1.01%
- NCL Corp Ltd 0.93%
- Ford Motor Credit Co LLC 0.92%
- Carnival Holdings Bermuda Ltd 0.87%
- LifePoint Health Inc 0.85%
- Global Aircraft Leasing Co Ltd 0.83%
Asset Allocation
Weighting | Return Low | Return High | SHIAX % Rank | |
---|---|---|---|---|
Bonds | 97.49% | -3.13% | 154.38% | 16.64% |
Cash | 2.17% | -52.00% | 48.07% | 74.92% |
Convertible Bonds | 2.07% | 0.00% | 17.89% | 22.91% |
Other | 0.30% | -63.70% | 102.57% | 27.09% |
Stocks | 0.04% | 0.00% | 99.54% | 66.10% |
Preferred Stocks | 0.00% | 0.00% | 7.88% | 95.05% |
Stock Sector Breakdown
Weighting | Return Low | Return High | SHIAX % Rank | |
---|---|---|---|---|
Financial Services | 83.96% | 0.00% | 100.00% | 7.02% |
Consumer Cyclical | 15.35% | 0.00% | 100.00% | 17.98% |
Energy | 0.69% | 0.00% | 100.00% | 70.22% |
Utilities | 0.00% | 0.00% | 100.00% | 96.35% |
Technology | 0.00% | 0.00% | 33.17% | 98.03% |
Real Estate | 0.00% | 0.00% | 86.71% | 95.22% |
Industrials | 0.00% | 0.00% | 93.12% | 97.19% |
Healthcare | 0.00% | 0.00% | 22.17% | 94.66% |
Communication Services | 0.00% | 0.00% | 99.99% | 98.60% |
Consumer Defense | 0.00% | 0.00% | 100.00% | 95.51% |
Basic Materials | 0.00% | 0.00% | 100.00% | 95.22% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | SHIAX % Rank | |
---|---|---|---|---|
Non US | 0.03% | -0.01% | 0.83% | 10.06% |
US | 0.01% | 0.00% | 99.54% | 69.04% |
Bond Sector Breakdown
Weighting | Return Low | Return High | SHIAX % Rank | |
---|---|---|---|---|
Corporate | 87.35% | 0.00% | 129.69% | 85.89% |
Securitized | 7.02% | 0.00% | 97.24% | 6.98% |
Cash & Equivalents | 1.88% | 0.00% | 48.07% | 63.31% |
Government | 0.24% | 0.00% | 99.07% | 25.27% |
Municipal | 0.00% | 0.00% | 4.66% | 93.49% |
Derivative | 0.00% | -15.04% | 42.26% | 85.29% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | SHIAX % Rank | |
---|---|---|---|---|
US | 97.40% | -3.13% | 129.21% | 11.30% |
Non US | 0.09% | 0.00% | 98.19% | 41.02% |
SHIAX - Expenses
Operational Fees
SHIAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.99% | 0.04% | 31.61% | 50.77% |
Management Fee | 0.55% | 0.00% | 1.84% | 52.93% |
12b-1 Fee | 0.25% | 0.00% | 1.00% | 55.80% |
Administrative Fee | N/A | 0.00% | 0.50% | N/A |
Sales Fees
SHIAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | 2.25% | 2.25% | 5.75% | 100.00% |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
SHIAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 1.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
SHIAX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 88.00% | 1.00% | 255.00% | 82.17% |
SHIAX - Distributions
Dividend Yield Analysis
SHIAX | Category Low | Category High | SHIAX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 48.30% | 9.69% |
Dividend Distribution Analysis
SHIAX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
SHIAX | Category Low | Category High | SHIAX % Rank | |
---|---|---|---|---|
Net Income Ratio | 4.45% | -2.39% | 14.30% | 46.30% |
Capital Gain Distribution Analysis
SHIAX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 28, 2024 | $0.030 | DailyAccrualFund |
Feb 29, 2024 | $0.028 | DailyAccrualFund |
Jan 31, 2024 | $0.030 | DailyAccrualFund |
Dec 29, 2023 | $0.030 | DailyAccrualFund |
Nov 30, 2023 | $0.029 | DailyAccrualFund |
Oct 31, 2023 | $0.028 | DailyAccrualFund |
Sep 29, 2023 | $0.030 | DailyAccrualFund |
Aug 31, 2023 | $0.030 | DailyAccrualFund |
Jul 31, 2023 | $0.028 | DailyAccrualFund |
Jun 30, 2023 | $0.031 | DailyAccrualFund |
May 31, 2023 | $0.030 | DailyAccrualFund |
Apr 28, 2023 | $0.026 | DailyAccrualFund |
Mar 31, 2023 | $0.032 | DailyAccrualFund |
Feb 28, 2023 | $0.026 | DailyAccrualFund |
Jan 31, 2023 | $0.027 | DailyAccrualFund |
Dec 30, 2022 | $0.030 | DailyAccrualFund |
Nov 30, 2022 | $0.027 | DailyAccrualFund |
Oct 31, 2022 | $0.024 | DailyAccrualFund |
Sep 30, 2022 | $0.027 | DailyAccrualFund |
Aug 31, 2022 | $0.024 | DailyAccrualFund |
Jul 29, 2022 | $0.023 | DailyAccrualFund |
Jun 30, 2022 | $0.022 | DailyAccrualFund |
May 31, 2022 | $0.020 | DailyAccrualFund |
Apr 29, 2022 | $0.023 | DailyAccrualFund |
Mar 31, 2022 | $0.020 | DailyAccrualFund |
Feb 28, 2022 | $0.019 | DailyAccrualFund |
Jan 31, 2022 | $0.020 | DailyAccrualFund |
Dec 31, 2021 | $0.023 | DailyAccrualFund |
Nov 30, 2021 | $0.020 | DailyAccrualFund |
Oct 29, 2021 | $0.021 | DailyAccrualFund |
Sep 30, 2021 | $0.020 | DailyAccrualFund |
Aug 31, 2021 | $0.020 | DailyAccrualFund |
Jul 30, 2021 | $0.020 | DailyAccrualFund |
Jun 30, 2021 | $0.018 | DailyAccrualFund |
May 28, 2021 | $0.019 | DailyAccrualFund |
Apr 30, 2021 | $0.021 | DailyAccrualFund |
Mar 31, 2021 | $0.022 | DailyAccrualFund |
Feb 26, 2021 | $0.019 | DailyAccrualFund |
Jan 29, 2021 | $0.019 | DailyAccrualFund |
Dec 31, 2020 | $0.024 | DailyAccrualFund |
Nov 30, 2020 | $0.019 | DailyAccrualFund |
Oct 30, 2020 | $0.021 | DailyAccrualFund |
Sep 30, 2020 | $0.021 | DailyAccrualFund |
Aug 31, 2020 | $0.020 | DailyAccrualFund |
Jul 31, 2020 | $0.024 | DailyAccrualFund |
Jun 30, 2020 | $0.021 | DailyAccrualFund |
May 29, 2020 | $0.022 | DailyAccrualFund |
Apr 30, 2020 | $0.023 | DailyAccrualFund |
Mar 31, 2020 | $0.023 | DailyAccrualFund |
Feb 28, 2020 | $0.020 | DailyAccrualFund |
Jan 31, 2020 | $0.024 | DailyAccrualFund |
Dec 31, 2019 | $0.024 | DailyAccrualFund |
Nov 29, 2019 | $0.024 | DailyAccrualFund |
Oct 31, 2019 | $0.024 | DailyAccrualFund |
Sep 30, 2019 | $0.022 | DailyAccrualFund |
Aug 30, 2019 | $0.025 | DailyAccrualFund |
Jul 31, 2019 | $0.024 | DailyAccrualFund |
May 31, 2019 | $0.029 | DailyAccrualFund |
Apr 30, 2019 | $0.026 | DailyAccrualFund |
Mar 29, 2019 | $0.025 | DailyAccrualFund |
Feb 28, 2019 | $0.022 | DailyAccrualFund |
Jan 31, 2019 | $0.024 | DailyAccrualFund |
Dec 31, 2018 | $0.023 | DailyAccrualFund |
Nov 30, 2018 | $0.025 | DailyAccrualFund |
Oct 31, 2018 | $0.024 | DailyAccrualFund |
Aug 31, 2018 | $0.026 | DailyAccrualFund |
Jul 31, 2018 | $0.023 | DailyAccrualFund |
Jun 29, 2018 | $0.025 | DailyAccrualFund |
May 31, 2018 | $0.026 | DailyAccrualFund |
Apr 30, 2018 | $0.024 | DailyAccrualFund |
Mar 29, 2018 | $0.026 | DailyAccrualFund |
Feb 28, 2018 | $0.023 | DailyAccrualFund |
Jan 31, 2018 | $0.024 | DailyAccrualFund |
Dec 29, 2017 | $0.026 | DailyAccrualFund |
Nov 30, 2017 | $0.024 | DailyAccrualFund |
Oct 31, 2017 | $0.023 | DailyAccrualFund |
Sep 29, 2017 | $0.025 | DailyAccrualFund |
Aug 31, 2017 | $0.026 | DailyAccrualFund |
Jul 31, 2017 | $0.025 | DailyAccrualFund |
Jun 30, 2017 | $0.027 | DailyAccrualFund |
May 31, 2017 | $0.027 | DailyAccrualFund |
Apr 28, 2017 | $0.025 | DailyAccrualFund |
Mar 31, 2017 | $0.030 | DailyAccrualFund |
Feb 28, 2017 | $0.025 | DailyAccrualFund |
Jan 31, 2017 | $0.026 | DailyAccrualFund |
Dec 30, 2016 | $0.029 | DailyAccrualFund |
Nov 30, 2016 | $0.027 | DailyAccrualFund |
Oct 31, 2016 | $0.027 | DailyAccrualFund |
Sep 30, 2016 | $0.029 | DailyAccrualFund |
Aug 31, 2016 | $0.029 | DailyAccrualFund |
Jul 29, 2016 | $0.029 | DailyAccrualFund |
Jun 30, 2016 | $0.028 | DailyAccrualFund |
May 31, 2016 | $0.028 | DailyAccrualFund |
Apr 29, 2016 | $0.030 | DailyAccrualFund |
Mar 31, 2016 | $0.031 | DailyAccrualFund |
Feb 29, 2016 | $0.031 | DailyAccrualFund |
Jan 29, 2016 | $0.029 | DailyAccrualFund |
Dec 31, 2015 | $0.034 | DailyAccrualFund |
Nov 30, 2015 | $0.029 | DailyAccrualFund |
Oct 30, 2015 | $0.033 | DailyAccrualFund |
Sep 30, 2015 | $0.032 | DailyAccrualFund |
Aug 31, 2015 | $0.031 | DailyAccrualFund |
Jul 31, 2015 | $0.036 | DailyAccrualFund |
Jun 30, 2015 | $0.032 | DailyAccrualFund |
May 29, 2015 | $0.033 | DailyAccrualFund |
Apr 30, 2015 | $0.033 | DailyAccrualFund |
Mar 31, 2015 | $0.032 | DailyAccrualFund |
Feb 27, 2015 | $0.031 | DailyAccrualFund |
Jan 30, 2015 | $0.034 | DailyAccrualFund |
Dec 31, 2014 | $0.035 | DailyAccrualFund |
Nov 28, 2014 | $0.030 | DailyAccrualFund |
Oct 31, 2014 | $0.035 | DailyAccrualFund |
Sep 30, 2014 | $0.030 | DailyAccrualFund |
Aug 29, 2014 | $0.034 | DailyAccrualFund |
Jul 31, 2014 | $0.033 | DailyAccrualFund |
Jun 30, 2014 | $0.031 | DailyAccrualFund |
May 30, 2014 | $0.034 | DailyAccrualFund |
Apr 30, 2014 | $0.032 | DailyAccrualFund |
Mar 31, 2014 | $0.032 | DailyAccrualFund |
Feb 28, 2014 | $0.030 | DailyAccrualFund |
Jan 31, 2014 | $0.033 | DailyAccrualFund |
Dec 31, 2013 | $0.033 | DailyAccrualFund |
Nov 29, 2013 | $0.033 | DailyAccrualFund |
Oct 31, 2013 | $0.034 | DailyAccrualFund |
Sep 30, 2013 | $0.032 | DailyAccrualFund |
Aug 30, 2013 | $0.034 | DailyAccrualFund |
Jul 31, 2013 | $0.034 | DailyAccrualFund |
Jun 28, 2013 | $0.035 | DailyAccrualFund |
May 31, 2013 | $0.034 | DailyAccrualFund |
Apr 30, 2013 | $0.030 | DailyAccrualFund |
Mar 28, 2013 | $0.033 | DailyAccrualFund |
Feb 28, 2013 | $0.034 | DailyAccrualFund |
Jan 31, 2013 | $0.037 | DailyAccrualFund |
Dec 31, 2012 | $0.036 | DailyAccrualFund |
Nov 30, 2012 | $0.035 | DailyAccrualFund |
Oct 31, 2012 | $0.036 | DailyAccrualFund |
Sep 28, 2012 | $0.031 | DailyAccrualFund |
Aug 31, 2012 | $0.035 | DailyAccrualFund |
Jul 31, 2012 | $0.032 | DailyAccrualFund |
Jun 29, 2012 | $0.038 | DailyAccrualFund |
May 31, 2012 | $0.038 | DailyAccrualFund |
Apr 30, 2012 | $0.035 | DailyAccrualFund |
Mar 30, 2012 | $0.037 | DailyAccrualFund |
Feb 29, 2012 | $0.036 | DailyAccrualFund |
Jan 31, 2012 | $0.035 | DailyAccrualFund |
Dec 30, 2011 | $0.039 | DailyAccrualFund |
Nov 30, 2011 | $0.036 | DailyAccrualFund |
Oct 31, 2011 | $0.034 | DailyAccrualFund |
Sep 30, 2011 | $0.039 | DailyAccrualFund |
Aug 31, 2011 | $0.040 | DailyAccrualFund |
Jul 29, 2011 | $0.040 | DailyAccrualFund |
Jun 30, 2011 | $0.038 | DailyAccrualFund |
May 31, 2011 | $0.037 | DailyAccrualFund |
Apr 29, 2011 | $0.040 | DailyAccrualFund |
Mar 31, 2011 | $0.042 | DailyAccrualFund |
Feb 28, 2011 | $0.036 | DailyAccrualFund |
Jan 31, 2011 | $0.039 | DailyAccrualFund |
Dec 31, 2010 | $0.046 | DailyAccrualFund |
Nov 30, 2010 | $0.041 | DailyAccrualFund |
Oct 29, 2010 | $0.042 | DailyAccrualFund |
Sep 30, 2010 | $0.041 | DailyAccrualFund |
Aug 31, 2010 | $0.040 | DailyAccrualFund |
Jul 30, 2010 | $0.043 | DailyAccrualFund |
Jun 30, 2010 | $0.040 | DailyAccrualFund |
May 28, 2010 | $0.041 | DailyAccrualFund |
Apr 30, 2010 | $0.046 | DailyAccrualFund |
Mar 31, 2010 | $0.045 | DailyAccrualFund |
Feb 26, 2010 | $0.044 | DailyAccrualFund |
Jan 29, 2010 | $0.045 | DailyAccrualFund |
Dec 31, 2009 | $0.051 | DailyAccrualFund |
Nov 30, 2009 | $0.042 | DailyAccrualFund |
Oct 30, 2009 | $0.048 | DailyAccrualFund |
Sep 30, 2009 | $0.046 | DailyAccrualFund |
Aug 31, 2009 | $0.045 | DailyAccrualFund |
Jul 31, 2009 | $0.053 | DailyAccrualFund |
Jun 30, 2009 | $0.039 | DailyAccrualFund |
May 29, 2009 | $0.036 | DailyAccrualFund |
Apr 30, 2009 | $0.048 | DailyAccrualFund |
Mar 31, 2009 | $0.050 | DailyAccrualFund |
Feb 27, 2009 | $0.047 | DailyAccrualFund |
Jan 30, 2009 | $0.051 | DailyAccrualFund |
Dec 31, 2008 | $0.051 | DailyAccrualFund |
Nov 28, 2008 | $0.044 | DailyAccrualFund |
Oct 31, 2008 | $0.052 | DailyAccrualFund |
Sep 30, 2008 | $0.046 | DailyAccrualFund |
Aug 29, 2008 | $0.051 | DailyAccrualFund |
Jul 31, 2008 | $0.049 | DailyAccrualFund |
Jun 30, 2008 | $0.045 | DailyAccrualFund |
May 30, 2008 | $0.051 | DailyAccrualFund |
Apr 30, 2008 | $0.046 | DailyAccrualFund |
Mar 31, 2008 | $0.047 | DailyAccrualFund |
Feb 29, 2008 | $0.047 | DailyAccrualFund |
Jan 31, 2008 | $0.047 | DailyAccrualFund |
Dec 31, 2007 | $0.048 | DailyAccrualFund |
Nov 30, 2007 | $0.050 | OrdinaryDividend |
Oct 31, 2007 | $0.047 | OrdinaryDividend |
Sep 28, 2007 | $0.041 | OrdinaryDividend |
Aug 31, 2007 | $0.052 | OrdinaryDividend |
Jul 31, 2007 | $0.044 | OrdinaryDividend |
Jun 29, 2007 | $0.045 | OrdinaryDividend |
May 31, 2007 | $0.046 | OrdinaryDividend |
Apr 30, 2007 | $0.043 | OrdinaryDividend |
Mar 30, 2007 | $0.047 | OrdinaryDividend |
Feb 28, 2007 | $0.042 | OrdinaryDividend |
Jan 31, 2007 | $0.043 | OrdinaryDividend |
Dec 29, 2006 | $0.045 | OrdinaryDividend |
Nov 30, 2006 | $0.044 | OrdinaryDividend |
Oct 31, 2006 | $0.044 | OrdinaryDividend |
Sep 29, 2006 | $0.044 | OrdinaryDividend |
Aug 31, 2006 | $0.046 | OrdinaryDividend |
Jul 31, 2006 | $0.046 | OrdinaryDividend |
Jun 30, 2006 | $0.047 | OrdinaryDividend |
May 31, 2006 | $0.045 | OrdinaryDividend |
Apr 28, 2006 | $0.043 | OrdinaryDividend |
SHIAX - Fund Manager Analysis
Managers
Michael Buchanan
Start Date
Tenure
Tenure Rank
Feb 10, 2006
16.31
16.3%
– Western Asset Management Company, LLC – Deputy Chief Investment Officer, 2005– – Credit Suisse Asset Management – Managing Director, Head of U.S. Credit Products, 2003–2005 – Janus Capital Management – Executive Vice President, Portfolio Manager, 2003 – BlackRock Financial Management – Managing Director, Portfolio Manager, 1998–2003 – Conseco Capital Management – Vice President, Portfolio Manager, 1990–1998 – Brown University, B.A. – Chartered Financial Analyst
Walter Kilcullen
Start Date
Tenure
Tenure Rank
Sep 01, 2012
9.75
9.8%
-Western Asset Management Company, LLC - Head of US High Yield, 2002-Present -Seix Investment Advisors - Head High Yield Trader, 1998-2002 -University of Massachusetts, Amherst, B.A. Economics
S. Leech
Start Date
Tenure
Tenure Rank
Mar 31, 2014
8.17
8.2%
– Western Asset Management Company, LLC – Chief Investment Officer, 1990– – Greenwich Capital Markets – Portfolio Manager, 1988–1990 – The First Boston Corporation – Fixed Income Manager, 1980–1988 – National Bank of Detroit – Portfolio Manager, 1977–1980 – The Wharton School, University of Pennsylvania, M.B.A., B.S., B.A., summa cum laude, 1972–1976
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.13 | 37.79 | 7.12 | 8.17 |