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Western Asset Core Bond IS WACSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis WACSX

Will WACSX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WACSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WACSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WACSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Co-CIO Buchanan Named to Western Asset Core Bond; Ratings Unchanged

null Mike Mulach

Mike Mulach

Analyst Note

Western Asset named new co-CIO Mike Buchanan as a pro forma comanager on Western Asset Core Bond on March 1, 2024. This change doesn’t impact the day-to-day management of the fund or the strategy’s Above Average People and Process ratings.

by Mike Mulach
Published on

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