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Western Asset Total Return Uncons I WAARX

Quantitative rating as of
  • NAV / 1-Day Return 8.97  /  0.00
  • Total Assets 452.0 Mil
  • 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.



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.

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