Western Asset Core Bond’s capable management and thorough relative value approach remain a draw. Still, it can take on high volatility, so investors may be better served using this as a piece rather than a cornerstone of their fixed-income portfolio.
- NAV / 1-Day Return 10.47 / 1.00 %
- Total Assets 14.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.420%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Intermediate Core Bond
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 3.84%
- Effective Duration 7.24 years
Morningstar’s Analysis WACSX
Will WACSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 2725
- Other Holdings 23
- % Assets in Top 10 Holdings 8.5