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.
- NAV / 1-Day Return 9.82 / 0.10 %
- Total Assets 101.2 Mil
Adj. Expense Ratio
- 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.