Western Asset Core Plus Bond benefits from a seasoned and deep investment team that executes a thorough, value-driven process. The strategy’s cheapest share classes earn a Morningstar Analyst Rating of Gold; more-expensive share classes range from Silver to Bronze.
Western Asset Core Plus Bond I WACPX
NAV / 1-Day Return
10.06
/
0.59
%
Total Assets
33.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.450%
Expense Ratio
0.450%
Fee Level
Below Average
Longest Manager Tenure
15.38
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
1,000,000
Status
Open
TTM Yield
3.11%
Effective Duration
7.47
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Stick with it.
