Morningstar

Western Asset Bond ETF WABF

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis WABF

Will WABF outperform in the 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 WABF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Western Asset Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WABF

More WABF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Recv Cmenairswapfwd52129

12.89 2M
Government

United States Treasury Notes 4.625%

12.84 2M
Cash and Equivalents

Recv Cmenairswapfwddbs131

9.29 1M
Government

Recv Cmenairswapfwd52137

3.03 484,705
Government

Recv Irswap2.3675%6-29-20

2.24 358,000
Government

Federal National Mortgage Association 3.30769%

2.15 343,806
Securitized

Federal National Mortgage Association 2.5%

1.82 291,525
Securitized

Federal National Mortgage Association 5.30769%

1.82 291,520
Securitized

Federal Home Loan Mortgage Corp. 0.02439%

1.75 279,973
Securitized

Government National Mortgage Association 3.30769%

1.64 262,519
Securitized

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