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Western Asset Total Return Uncons IS WAASX

Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 8.94  /  0.89 %
  • Total Assets 446.5 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.18%
  • Effective Duration 3.40 years

Morningstar’s Analysis WAASX

Will WAASX outperform in future?

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

Summary

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Western Asset Total Return Uncons IS's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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