Western Asset Total Return Unconstrained Fund Class I WAARX

Morningstar Medalist Rating

Strategy

The investment seeks to maximize long-term total return. The fund has a flexible investment strategy and will invest in a variety of securities and instruments and use a variety of investment techniques in pursuing its objective. Under normal market conditions, it will invest at least 50% of its net assets in debt and fixed income securities rated at least in the Baa or BBB categories at the time of purchase by one or more NRSROs or unrated securities of comparable quality at the time of purchase. The fund may also enter into various exchange-traded and over-the-counter derivative transactions for both hedging and non-hedging purposes.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
WARIX
Western Asset Total Return Unconstrained Fund Class FINo LoadOpen $1.77M1.110%Average$0−$501,484.34
WAARX
Western Asset Total Return Unconstrained Fund Class IInstitutionalOpen $24.80M0.760%Average$1M−$4.59M
WAASX
Western Asset Total Return Unconstrained Fund Class ISInstitutionalOpen $3.72M0.660%Below Average$1M−$91.37M
WAUAX
Western Asset Total Return Unconstrained Fund Class AFront LoadOpen $5.71M1.080%Below Average$1,000−$981,443.02
WAUCX
Western Asset Total Return Unconstrained Fund Class CLevel LoadOpen $1.18M1.810%Below Average$1,000−$426,497.90
WAURX
Western Asset Total Return Unconstrained Fund Class RRetirement, MediumOpen $145,242.001.360%Average$0−$6,851.36

Sponsor Center