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Western Asset Total Return ETF WBND

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WBND

More WBND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mexico (United Mexican States)

2.18 817,094
Government

United States Treasury Notes

1.92 720,395
Government

United States Treasury Notes

1.66 620,650
Government

United States Treasury Bonds

1.63 610,836
Government

United States Treasury Bonds

1.45 543,136
Government

Federal National Mortgage Association

1.34 500,055
Securitized

Fnma Pass-Thru I

1.31 491,408
Securitized

Mexico (United Mexican States)

1.08 404,064
Government

Fnma Pass-Thru I

1.05 393,293
Securitized

Federal National Mortgage Association

1.04 390,643
Securitized