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Western Asset Income C LWSIX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 5.04  /  +0.06 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Low/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 6.73%
  • Effective Duration 4.70 years

USD | NAV as of Jul 13, 2024 | 1-Day Return as of Jul 13, 2024, 12:34 AM GMT+0

Morningstar’s Analysis LWSIX

Will LWSIX outperform in future?

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

Western Asset Income C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings LWSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd/Gbp Ffx Due 041924-Cross

2.48 30.9 Mil
Derivative

Usd/Eur Ffx Due 041924-Cross

2.39 29.7 Mil
Derivative

Usd/Aud Ffx Due 041924

1.76 21.9 Mil
Derivative

Chf/Usd Ffx Due 041924

1.43 17.8 Mil
Derivative

Brl/Usd Ffx Due 041924-Cross

1.06 13.2 Mil
Derivative

Chf/Usd Ffx Due 041924-Cross

0.80 9.9 Mil
Derivative

Mexico (United Mexican States) 8.5%

0.70 8.7 Mil
Government

Resrvble For Fut & Opt

0.66 8.1 Mil
Cash and Equivalents

Usd/Eur Ffx Due 041924

0.64 8.0 Mil
Derivative

Pm General Purchaser Llc 9.5%

0.64 7.9 Mil
Corporate