A drop in People Pillar rating is the primary driver of Western Asset Total Return Uncons I's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 8.97 / 0.00
- Total Assets 452.0 Mil
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Adj. Expense Ratio
- Expense Ratio 0.740%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Nontraditional Bond
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 1.04%
- Effective Duration 3.40 years
Morningstar’s Analysis WAARX
Will WAARX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.