The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SDSAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SDSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SDSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still hasn’t reached its full potential.
Max Curtin
Senior Analyst
Summary
Western Asset Income is still a viable multisector bond option for yield-hungry investors despite the firm’s recent challenges.