Morningstar

Western Asset Core Plus Bond Fund Class IS WAPSX

Medalist Rating as of Aug 27, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks to maximize total return, consistent with prudent investment management and liquidity needs. The fund invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, will invest at least 80% of its net assets in debt and fixed income securities. Although the fund may invest in securities of any maturity, it will normally maintain a dollar-weighted average effective duration within 30% of the average duration of the domestic bond market as a whole as estimated by the fund's subadvisers. The fund may invest up to 20% of its total assets in non-U.S. dollar denominated securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WACIX	Western Asset Core Plus Bond Fund Class FI	No Load	Open			Jan 8, 2002	$29.86M	0.810%	High	$0	−$11.09M
WACPX	Western Asset Core Plus Bond Fund Class I	Institutional	Open			Jul 8, 1998	$1.58B	0.440%	Below Average	$1M	−$492.53M
WAPSX	Western Asset Core Plus Bond Fund Class IS	Institutional	Open			Aug 4, 2008	$817.55M	0.430%	Below Average	$1M	−$226.73M
WAPAX	Western Asset Core Plus Bond Fund Class A	Front Load	Open			Apr 30, 2012	$518.84M	0.810%	Above Average	$1,000	−$99.45M
WAPCX	Western Asset Core Plus Bond Fund Class C	Level Load	Open			Apr 30, 2012	$24.80M	1.520%	Above Average	$1,000	−$15.33M
WAPRX	Western Asset Core Plus Bond Fund Class R	Retirement, Medium	Open			Apr 30, 2012	$198.90M	1.130%	High	$0	−$28.57M

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