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Western Asset Total Return ETF WBND

Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis WBND

Will WBND outperform in future?

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

Western Asset Total Return ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings WBND

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mexico (United Mexican States)

2.16 802,238
Government

United States Treasury Notes

1.93 717,989
Government

BNY CASH RESERVE

1.84 683,046
Cash and Equivalents

United States Treasury Notes

1.66 617,320
Government

United States Treasury Bonds

1.63 606,419
Government

United States Treasury Bonds

1.45 539,257
Government

Federal National Mortgage Association

1.34 497,134
Securitized

Fnma Pass-Thru I

1.31 488,092
Securitized

Mexico (United Mexican States)

1.06 394,898
Government

Fnma Pass-Thru I

1.05 390,687
Securitized