Western Asset Core Plus Bond’s cheapest share classes continue to earn a Morningstar Analyst Rating of Gold while its more-expensive share classes range from Silver to Bronze despite its relatively sharp drawdown year-to-date through June 21.
Will WACIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WACIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WACIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of WACIX’s parent organization’s priorities and whether they’re in line with investors’ interests.