Western Asset Short Duration High Income Fund
Name
As of 04/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
1.7%
1 yr return
8.9%
3 Yr Avg Return
2.7%
5 Yr Avg Return
3.8%
Net Assets
$460 M
Holdings in Top 10
10.5%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 0.73%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 88.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000,000
IRA
$1,000,000
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
SHIYX - Profile
Distributions
- YTD Total Return 1.7%
- 3 Yr Annualized Total Return 2.7%
- 5 Yr Annualized Total Return 3.8%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 4.69%
- Dividend Yield 7.8%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameWestern Asset Short Duration High Income Fund
-
Fund Family NameFRANKLIN TEMPLETON
-
Inception DateNov 19, 1998
-
Shares OutstandingN/A
-
Share ClassI
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerMichael Buchanan
Fund Description
SHIYX - Performance
Return Ranking - Trailing
Period | SHIYX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.7% | -7.6% | 6.5% | 13.03% |
1 Yr | 8.9% | -8.2% | 16.9% | 34.49% |
3 Yr | 2.7%* | -16.6% | 20.0% | 12.81% |
5 Yr | 3.8%* | -12.2% | 36.6% | 20.70% |
10 Yr | 3.1%* | -5.0% | 19.3% | 55.87% |
* Annualized
Return Ranking - Calendar
Period | SHIYX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 2.6% | -4.7% | 14.3% | 93.28% |
2022 | -11.7% | -33.4% | 3.6% | 11.83% |
2021 | 1.3% | -8.4% | 14.9% | 18.88% |
2020 | -1.3% | -13.9% | 302.7% | 73.10% |
2019 | 4.7% | -4.4% | 13.3% | 85.76% |
Total Return Ranking - Trailing
Period | SHIYX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 1.7% | -7.6% | 6.5% | 13.03% |
1 Yr | 8.9% | -8.2% | 16.9% | 34.49% |
3 Yr | 2.7%* | -16.6% | 20.0% | 12.81% |
5 Yr | 3.8%* | -12.2% | 36.6% | 20.70% |
10 Yr | 3.1%* | -5.0% | 19.3% | 55.87% |
* Annualized
Total Return Ranking - Calendar
Period | SHIYX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 11.4% | -4.7% | 18.2% | 65.63% |
2022 | -5.8% | -33.4% | 47.8% | 9.15% |
2021 | 6.9% | -8.4% | 24.8% | 13.96% |
2020 | 4.8% | -9.6% | 325.6% | 61.59% |
2019 | 11.0% | 0.9% | 21.5% | 82.99% |
NAV & Total Return History
SHIYX - Holdings
Concentration Analysis
SHIYX | Category Low | Category High | SHIYX % Rank | |
---|---|---|---|---|
Net Assets | 460 M | 1.45 M | 23.6 B | 54.94% |
Number of Holdings | 379 | 2 | 2736 | 44.65% |
Net Assets in Top 10 | 46.7 M | -492 M | 4.45 B | 65.43% |
Weighting of Top 10 | 10.51% | 4.2% | 146.9% | 76.12% |
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 | SHIYX % Rank | |
---|---|---|---|---|
Bonds | 97.49% | -3.13% | 154.38% | 16.20% |
Cash | 2.17% | -52.00% | 48.07% | 74.57% |
Convertible Bonds | 2.07% | 0.00% | 17.89% | 22.17% |
Other | 0.30% | -63.70% | 102.57% | 26.82% |
Stocks | 0.04% | 0.00% | 99.54% | 65.90% |
Preferred Stocks | 0.00% | 0.00% | 7.88% | 90.54% |
Stock Sector Breakdown
Weighting | Return Low | Return High | SHIYX % Rank | |
---|---|---|---|---|
Financial Services | 83.96% | 0.00% | 100.00% | 6.48% |
Consumer Cyclical | 15.35% | 0.00% | 100.00% | 17.18% |
Energy | 0.69% | 0.00% | 100.00% | 69.86% |
Utilities | 0.00% | 0.00% | 100.00% | 89.01% |
Technology | 0.00% | 0.00% | 33.17% | 91.27% |
Real Estate | 0.00% | 0.00% | 86.71% | 89.58% |
Industrials | 0.00% | 0.00% | 93.12% | 92.68% |
Healthcare | 0.00% | 0.00% | 22.17% | 89.58% |
Communication Services | 0.00% | 0.00% | 99.99% | 94.93% |
Consumer Defense | 0.00% | 0.00% | 100.00% | 89.58% |
Basic Materials | 0.00% | 0.00% | 100.00% | 90.42% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | SHIYX % Rank | |
---|---|---|---|---|
Non US | 0.03% | -0.01% | 0.83% | 9.77% |
US | 0.01% | 0.00% | 99.54% | 68.68% |
Bond Sector Breakdown
Weighting | Return Low | Return High | SHIYX % Rank | |
---|---|---|---|---|
Corporate | 87.35% | 0.00% | 129.69% | 85.56% |
Securitized | 7.02% | 0.00% | 97.24% | 6.68% |
Cash & Equivalents | 1.88% | 0.00% | 48.07% | 62.95% |
Government | 0.24% | 0.00% | 99.07% | 25.00% |
Municipal | 0.00% | 0.00% | 4.66% | 86.34% |
Derivative | 0.00% | -15.04% | 42.26% | 84.96% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | SHIYX % Rank | |
---|---|---|---|---|
US | 97.40% | -3.13% | 129.21% | 10.85% |
Non US | 0.09% | 0.00% | 98.19% | 40.78% |
SHIYX - Expenses
Operational Fees
SHIYX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 0.73% | 0.04% | 31.61% | 73.18% |
Management Fee | 0.55% | 0.00% | 1.84% | 52.40% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | N/A | 0.00% | 0.50% | N/A |
Sales Fees
SHIYX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 2.25% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
SHIYX 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.
SHIYX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 88.00% | 1.00% | 255.00% | 81.46% |
SHIYX - Distributions
Dividend Yield Analysis
SHIYX | Category Low | Category High | SHIYX % Rank | |
---|---|---|---|---|
Dividend Yield | 7.78% | 0.00% | 11.76% | 6.47% |
Dividend Distribution Analysis
SHIYX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Monthly | Monthly | Monthly |
Net Income Ratio Analysis
SHIYX | Category Low | Category High | SHIYX % Rank | |
---|---|---|---|---|
Net Income Ratio | 4.69% | -2.39% | 14.30% | 34.86% |
Capital Gain Distribution Analysis
SHIYX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 28, 2024 | $0.031 | DailyAccrualFund |
Feb 29, 2024 | $0.029 | DailyAccrualFund |
Jan 31, 2024 | $0.031 | DailyAccrualFund |
Dec 29, 2023 | $0.031 | DailyAccrualFund |
Nov 30, 2023 | $0.030 | DailyAccrualFund |
Oct 31, 2023 | $0.029 | DailyAccrualFund |
Sep 29, 2023 | $0.031 | DailyAccrualFund |
Aug 31, 2023 | $0.032 | DailyAccrualFund |
Jul 31, 2023 | $0.029 | DailyAccrualFund |
Jun 30, 2023 | $0.032 | DailyAccrualFund |
May 31, 2023 | $0.031 | DailyAccrualFund |
Apr 28, 2023 | $0.027 | DailyAccrualFund |
Mar 31, 2023 | $0.033 | DailyAccrualFund |
Feb 28, 2023 | $0.027 | DailyAccrualFund |
Jan 31, 2023 | $0.029 | DailyAccrualFund |
Dec 30, 2022 | $0.032 | DailyAccrualFund |
Nov 30, 2022 | $0.028 | DailyAccrualFund |
Oct 31, 2022 | $0.025 | DailyAccrualFund |
Sep 30, 2022 | $0.028 | DailyAccrualFund |
Aug 31, 2022 | $0.026 | DailyAccrualFund |
Jul 29, 2022 | $0.024 | DailyAccrualFund |
Jun 30, 2022 | $0.023 | DailyAccrualFund |
May 31, 2022 | $0.021 | DailyAccrualFund |
Apr 29, 2022 | $0.024 | DailyAccrualFund |
Mar 31, 2022 | $0.021 | DailyAccrualFund |
Feb 28, 2022 | $0.020 | DailyAccrualFund |
Jan 31, 2022 | $0.022 | DailyAccrualFund |
Dec 31, 2021 | $0.024 | DailyAccrualFund |
Nov 30, 2021 | $0.022 | DailyAccrualFund |
Oct 29, 2021 | $0.022 | DailyAccrualFund |
Sep 30, 2021 | $0.021 | DailyAccrualFund |
Aug 31, 2021 | $0.022 | DailyAccrualFund |
Jul 30, 2021 | $0.022 | DailyAccrualFund |
Jun 30, 2021 | $0.020 | DailyAccrualFund |
May 28, 2021 | $0.021 | DailyAccrualFund |
Apr 30, 2021 | $0.023 | DailyAccrualFund |
Mar 31, 2021 | $0.023 | DailyAccrualFund |
Feb 26, 2021 | $0.021 | DailyAccrualFund |
Jan 29, 2021 | $0.020 | DailyAccrualFund |
Dec 31, 2020 | $0.025 | DailyAccrualFund |
Nov 30, 2020 | $0.020 | DailyAccrualFund |
Oct 30, 2020 | $0.022 | DailyAccrualFund |
Sep 30, 2020 | $0.022 | DailyAccrualFund |
Aug 31, 2020 | $0.021 | DailyAccrualFund |
Jul 31, 2020 | $0.026 | DailyAccrualFund |
Jun 30, 2020 | $0.022 | DailyAccrualFund |
May 29, 2020 | $0.023 | DailyAccrualFund |
Apr 30, 2020 | $0.024 | DailyAccrualFund |
Mar 31, 2020 | $0.024 | DailyAccrualFund |
Feb 28, 2020 | $0.022 | DailyAccrualFund |
Jan 31, 2020 | $0.025 | DailyAccrualFund |
Dec 31, 2019 | $0.025 | DailyAccrualFund |
Nov 29, 2019 | $0.025 | DailyAccrualFund |
Oct 31, 2019 | $0.025 | DailyAccrualFund |
Sep 30, 2019 | $0.023 | DailyAccrualFund |
Aug 30, 2019 | $0.026 | DailyAccrualFund |
Jul 31, 2019 | $0.025 | DailyAccrualFund |
May 31, 2019 | $0.030 | DailyAccrualFund |
Apr 30, 2019 | $0.027 | DailyAccrualFund |
Mar 29, 2019 | $0.027 | DailyAccrualFund |
Feb 28, 2019 | $0.024 | DailyAccrualFund |
Jan 31, 2019 | $0.025 | DailyAccrualFund |
Dec 31, 2018 | $0.025 | DailyAccrualFund |
Nov 30, 2018 | $0.027 | DailyAccrualFund |
Oct 31, 2018 | $0.025 | DailyAccrualFund |
Aug 31, 2018 | $0.027 | DailyAccrualFund |
Jul 31, 2018 | $0.024 | DailyAccrualFund |
Jun 29, 2018 | $0.026 | DailyAccrualFund |
May 31, 2018 | $0.027 | DailyAccrualFund |
Apr 30, 2018 | $0.026 | DailyAccrualFund |
Mar 29, 2018 | $0.028 | DailyAccrualFund |
Feb 28, 2018 | $0.024 | DailyAccrualFund |
Jan 31, 2018 | $0.025 | DailyAccrualFund |
Dec 29, 2017 | $0.027 | DailyAccrualFund |
Nov 30, 2017 | $0.025 | DailyAccrualFund |
Oct 31, 2017 | $0.025 | DailyAccrualFund |
Sep 29, 2017 | $0.026 | DailyAccrualFund |
Aug 31, 2017 | $0.027 | DailyAccrualFund |
Jul 31, 2017 | $0.026 | DailyAccrualFund |
Jun 30, 2017 | $0.029 | DailyAccrualFund |
May 31, 2017 | $0.029 | DailyAccrualFund |
Apr 28, 2017 | $0.027 | DailyAccrualFund |
Mar 31, 2017 | $0.032 | DailyAccrualFund |
Feb 28, 2017 | $0.026 | DailyAccrualFund |
Jan 31, 2017 | $0.027 | DailyAccrualFund |
Dec 30, 2016 | $0.030 | DailyAccrualFund |
Nov 30, 2016 | $0.029 | DailyAccrualFund |
Oct 31, 2016 | $0.028 | DailyAccrualFund |
Sep 30, 2016 | $0.030 | DailyAccrualFund |
Aug 31, 2016 | $0.030 | DailyAccrualFund |
Jul 29, 2016 | $0.031 | DailyAccrualFund |
Jun 30, 2016 | $0.029 | DailyAccrualFund |
May 31, 2016 | $0.030 | DailyAccrualFund |
Apr 29, 2016 | $0.031 | DailyAccrualFund |
Mar 31, 2016 | $0.032 | DailyAccrualFund |
Feb 29, 2016 | $0.032 | DailyAccrualFund |
Jan 29, 2016 | $0.030 | DailyAccrualFund |
Dec 31, 2015 | $0.035 | DailyAccrualFund |
Nov 30, 2015 | $0.031 | DailyAccrualFund |
Oct 30, 2015 | $0.034 | DailyAccrualFund |
Sep 30, 2015 | $0.033 | DailyAccrualFund |
Aug 31, 2015 | $0.032 | DailyAccrualFund |
Jul 31, 2015 | $0.037 | DailyAccrualFund |
Jun 30, 2015 | $0.033 | DailyAccrualFund |
May 29, 2015 | $0.035 | DailyAccrualFund |
Apr 30, 2015 | $0.034 | DailyAccrualFund |
Mar 31, 2015 | $0.034 | DailyAccrualFund |
Feb 27, 2015 | $0.032 | DailyAccrualFund |
Jan 30, 2015 | $0.035 | DailyAccrualFund |
Dec 31, 2014 | $0.037 | DailyAccrualFund |
Nov 28, 2014 | $0.031 | DailyAccrualFund |
Oct 31, 2014 | $0.037 | DailyAccrualFund |
Sep 30, 2014 | $0.031 | DailyAccrualFund |
Aug 29, 2014 | $0.036 | DailyAccrualFund |
Jul 31, 2014 | $0.035 | DailyAccrualFund |
Jun 30, 2014 | $0.032 | DailyAccrualFund |
May 30, 2014 | $0.036 | DailyAccrualFund |
Apr 30, 2014 | $0.034 | DailyAccrualFund |
Mar 31, 2014 | $0.033 | DailyAccrualFund |
Feb 28, 2014 | $0.032 | DailyAccrualFund |
Jan 31, 2014 | $0.035 | DailyAccrualFund |
Dec 31, 2013 | $0.035 | DailyAccrualFund |
Nov 29, 2013 | $0.035 | DailyAccrualFund |
Oct 31, 2013 | $0.035 | DailyAccrualFund |
Sep 30, 2013 | $0.033 | DailyAccrualFund |
Aug 30, 2013 | $0.036 | DailyAccrualFund |
Jul 31, 2013 | $0.035 | DailyAccrualFund |
Jun 28, 2013 | $0.036 | DailyAccrualFund |
May 31, 2013 | $0.035 | DailyAccrualFund |
Apr 30, 2013 | $0.031 | DailyAccrualFund |
Mar 28, 2013 | $0.034 | DailyAccrualFund |
Feb 28, 2013 | $0.035 | DailyAccrualFund |
Jan 31, 2013 | $0.038 | DailyAccrualFund |
Dec 31, 2012 | $0.037 | DailyAccrualFund |
Nov 30, 2012 | $0.036 | DailyAccrualFund |
Oct 31, 2012 | $0.038 | DailyAccrualFund |
Sep 28, 2012 | $0.032 | DailyAccrualFund |
Aug 31, 2012 | $0.036 | DailyAccrualFund |
Jul 31, 2012 | $0.034 | DailyAccrualFund |
Jun 29, 2012 | $0.039 | DailyAccrualFund |
May 31, 2012 | $0.040 | DailyAccrualFund |
Apr 30, 2012 | $0.036 | DailyAccrualFund |
Mar 30, 2012 | $0.038 | DailyAccrualFund |
Feb 29, 2012 | $0.037 | DailyAccrualFund |
Jan 31, 2012 | $0.036 | DailyAccrualFund |
Dec 30, 2011 | $0.041 | DailyAccrualFund |
Nov 30, 2011 | $0.037 | DailyAccrualFund |
Oct 31, 2011 | $0.035 | DailyAccrualFund |
Sep 30, 2011 | $0.040 | DailyAccrualFund |
Aug 31, 2011 | $0.042 | DailyAccrualFund |
Jul 29, 2011 | $0.042 | DailyAccrualFund |
Jun 30, 2011 | $0.040 | DailyAccrualFund |
May 31, 2011 | $0.040 | DailyAccrualFund |
Apr 29, 2011 | $0.041 | DailyAccrualFund |
Mar 31, 2011 | $0.041 | DailyAccrualFund |
Feb 28, 2011 | $0.036 | DailyAccrualFund |
Jan 31, 2011 | $0.038 | DailyAccrualFund |
Dec 31, 2010 | $0.046 | DailyAccrualFund |
Nov 30, 2010 | $0.042 | 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 | $0.042 | DailyAccrualFund |
Apr 30, 2010 | $0.047 | DailyAccrualFund |
Mar 31, 2010 | $0.046 | DailyAccrualFund |
Feb 26, 2010 | $0.045 | DailyAccrualFund |
Jan 29, 2010 | $0.046 | DailyAccrualFund |
Dec 31, 2009 | $0.052 | DailyAccrualFund |
Nov 30, 2009 | $0.043 | DailyAccrualFund |
Oct 30, 2009 | $0.049 | DailyAccrualFund |
Sep 30, 2009 | $0.047 | DailyAccrualFund |
Aug 31, 2009 | $0.047 | DailyAccrualFund |
Jul 31, 2009 | $0.055 | DailyAccrualFund |
Jun 30, 2009 | $0.040 | DailyAccrualFund |
May 29, 2009 | $0.038 | DailyAccrualFund |
Apr 30, 2009 | $0.050 | DailyAccrualFund |
Mar 31, 2009 | $0.051 | DailyAccrualFund |
Feb 27, 2009 | $0.048 | DailyAccrualFund |
Jan 30, 2009 | $0.053 | DailyAccrualFund |
Dec 31, 2008 | $0.053 | DailyAccrualFund |
Nov 28, 2008 | $0.045 | DailyAccrualFund |
Oct 31, 2008 | $0.053 | DailyAccrualFund |
Sep 30, 2008 | $0.047 | DailyAccrualFund |
Aug 29, 2008 | $0.053 | DailyAccrualFund |
Jul 31, 2008 | $0.051 | DailyAccrualFund |
Jun 30, 2008 | $0.047 | DailyAccrualFund |
May 30, 2008 | $0.052 | DailyAccrualFund |
Apr 30, 2008 | $0.047 | DailyAccrualFund |
Mar 31, 2008 | $0.049 | DailyAccrualFund |
Feb 29, 2008 | $0.049 | DailyAccrualFund |
Jan 31, 2008 | $0.049 | DailyAccrualFund |
Dec 31, 2007 | $0.050 | DailyAccrualFund |
Nov 30, 2007 | $0.052 | OrdinaryDividend |
Oct 31, 2007 | $0.049 | OrdinaryDividend |
Sep 28, 2007 | $0.042 | OrdinaryDividend |
Aug 31, 2007 | $0.054 | OrdinaryDividend |
Jul 31, 2007 | $0.046 | OrdinaryDividend |
Jun 29, 2007 | $0.047 | OrdinaryDividend |
May 31, 2007 | $0.048 | OrdinaryDividend |
Apr 30, 2007 | $0.045 | OrdinaryDividend |
Mar 30, 2007 | $0.049 | OrdinaryDividend |
Feb 28, 2007 | $0.044 | OrdinaryDividend |
Jan 31, 2007 | $0.045 | OrdinaryDividend |
Dec 29, 2006 | $0.047 | OrdinaryDividend |
Nov 30, 2006 | $0.046 | OrdinaryDividend |
Oct 31, 2006 | $0.046 | OrdinaryDividend |
Sep 29, 2006 | $0.046 | OrdinaryDividend |
Aug 31, 2006 | $0.047 | OrdinaryDividend |
Jul 31, 2006 | $0.047 | OrdinaryDividend |
Jun 30, 2006 | $0.049 | OrdinaryDividend |
May 31, 2006 | $0.047 | OrdinaryDividend |
Apr 28, 2006 | $0.043 | OrdinaryDividend |
SHIYX - 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 |