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Morningstar

Western Asset Corporate Bond C LWBOX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.97  /  0.06 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.560%
  • Expense Ratio 1.570%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.92%
  • Effective Duration 7.42 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LWBOX

Will LWBOX 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 LWBOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Don't bristle at this fund's prospects.

Senior Analyst

Summary

| by Mike Mulach

Western Asset Corporate Bond’s impressive lead manager, seasoned cohort of corporate bond managers and analysts, and thorough value-driven process earn its cheapest share class a Morningstar Analyst Rating of Bronze; its more expensive share classes range from Neutral to Negative.

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