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.
- NAV / 1-Day Return 8.94 / 0.89 %
- Total Assets 446.5 Mil
Adj. Expense Ratio
- 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.