Western Asset Core Bond’s cheapest share classes continue to earn a Morningstar Analyst Rating of Gold while its more-expensive share classes range from Silver to Neutral despite its relatively sharp drawdown this year to date through June 21.
Western Asset Core Bond IS WACSX
NAV / 1-Day Return
11.34
/
0.69
%
Total Assets
15.6 Bil
Adj. Expense Ratio
0.430%
Expense Ratio
0.430%
Fee Level
Below Average
Longest Manager Tenure
15.64
years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
1,000,000
Status
Open
TTM Yield
2.51%
Effective Duration
7.60
years
Morningstar’s Fund 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.
Western Asset Core Bond Maintains Its Morningstar Analyst Ratings Despite Its Recent Drawdown
