
Cox Income DODIX, Dreyfus Intermediate-Term DRITX, Vanguard Total Bond Market Index VBMFX, and Western Asset Core Bond WATFX . Then I hit the Compare button. After choosing Performance in the drop-down menu, I saw that Dodge & Cox and Western looked
the top 5% of the mid-growth category. Fixed-Income Managers of the Year: Ken Leech and Team Western Asset Core Bond WATFX It’s really striking to see how consistently dominant the top bond shops are. Previous Manager of the Year winners Dan Fuss
can tolerate more risk, so its profile should always look bolder than most peers, including sibling Western Asset Core Bond WATFX . And the firm remains well known for its tendency to rely on the strength of its credit research to edge out peers. But the
since early 2009, although it still lags its typical peer over the trailing five years. Sibling Western Asset Core Bond's WATFX record looks even better than this fund's now because it held larger stakes in the nonagency mortgages that rebounded so strongly
The managers' emphasis on corporate and mortgage-backed bonds can weigh on performance when either sector is out of favor.Above-average volatility may tempt investors to buy or sell the fund at inopportune times.The managers are backed by a large and experienced staff.Relatively low expenses.This
0.2% (3) OMBIX -0.5% (4) DODIX -1.2% (5) VFIIX -1.3% (6) LSBDX -1.5% (7) MWTRX -1.8% (8) WATFX -1.9% (9) USAIX -2.0% (10) BAGIX -2.5% (11) BFMCX -2.6% (12) VBMFX -2.7% (13) ABNDX -2.7
Total Return TGLMX (just over a third), Metropolitan West Total Return Bond MWTRX (17%), and Western Asset Core Bond WATFX (15%)--have beaten more than 90% of the intermediate-bond pack so far this year. Managers report that nonagency mortgage
My employer has only the following bond options: VIPIX (VANG INFL-PROT SEC) - 4% WATFX - WA CORE BOND I - 10% I have the above % allocations of my total portfolio (Includes both 401(K) and other IRA/Roth IRA accounts) Is there too much risk with WATFX allocation above? Please advise.
high - yield and investment - grade credit analysts , and he also oversees the high - yield stakes of Western Asset Core Bond WATFX and Western Asset Core Plus Bond WACIX . USAWAHYXSupporting PlayerSupporting Management incorporates top - down inputs from
Western Asset team won Morningstar's 2004 Fixed - Income Manager of the Year award for its work at Western Asset Core Bond WATFX . USASDSAXSupporting PlayerSupporting This fund , given changes in its strategy and management , got major makeovers in 2002