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Western Asset Total Return Uncons FI WARIX

Quantitative rating as of
  • NAV / 1-Day Return 8.94  /  0.11 %
  • Total Assets 452.0 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.74%
  • Effective Duration 3.40 years

Morningstar’s Analysis WARIX

Will WARIX 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 Total Return Uncons FI's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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