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Morningstar

Western Asset Core Plus Bond I WACPX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
9.20  /  0.53 %
Total Assets
27.7 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Below Average
Longest Manager Tenure
15.77 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
3.66%
Effective Duration
8.01 years

Morningstar’s Fund Analysis WACPX

Will WACPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WACPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the WACPX 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 WACPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Western Asset Core Plus Bond Maintains Its Morningstar Analyst Ratings Despite Its Recent Drawdown

Senior Analyst

Analyst Note

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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.

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