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Western Asset Inflation Idxd Plus Bd IS WAFSX

Quantitative rating as of
  • NAV / 1-Day Return 9.82  /  0.10 %
  • Total Assets 101.2 Mil
  • Adj. Expense Ratio
    0.280%
  • Expense Ratio 0.280%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 6.75%
  • Effective Duration 7.55 years

Morningstar’s Analysis WAFSX

Will WAFSX outperform in future?

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

Summary

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A decline in People Pillar rating is the primary driver of Western Asset Inflation Idxd Plus Bd IS's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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