Skip to Content

Western Asset Core Plus Bond FI WACIX

Analyst rating as of
NAV / 1-Day Return
12.42  /  0.18 %
Total Assets
37.0 Bil
Adj. Expense Ratio
0.820%
Expense Ratio
0.820%
Fee Level
High
Longest Manager Tenure
13.82 years
Category
US Fund Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
2.68%
Effective Duration
7.24 years
Premium

Morningstar’s Analysis

Will WACIX outperform in future?

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

Franklin to Buy Legg Mason

Associate Director

Analyst Note

| |

San Mateo, Calif.-based Franklin Resources announced today that it has entered into an agreement to buy Legg Mason for $4.5 billion in cash, creating a $1.5 trillion asset manager. The deal is expected to close in the third quarter of 2020, pending approval from regulators and other parties.

Unlock our full analysis with Morningstar Premium