Morningstar

Western Asset Intermediate Bond Fund Class I WATIX

Medalist Rating as of Aug 31, 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 it may invest in debt and fixed income securities of any maturity, under normal market conditions the target dollar-weighted average effective duration for the fund, as estimated by the fund's subadviser, is expected to range within 20% of the duration of its benchmark.

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
WATIX	Western Asset Intermediate Bond Fund Class I	Institutional	Open			Jul 1, 1994	$54.75M	0.660%	High	$1M	−$13.81M
WABSX	Western Asset Intermediate Bond Fund Class IS	Institutional	Open			Oct 3, 2008	$47.18M	0.460%	Average	$1M	−$35.82M
WATAX	Western Asset Intermediate Bond Fund Class A	Front Load	Open			Apr 30, 2012	$44.90M	0.870%	High	$1,000	$817,520.06
WATCX	Western Asset Intermediate Bond Fund Class C	Level Load	Open			Apr 30, 2012	$1.98M	1.640%	High	$1,000	−$292,141.51
WATRX	Western Asset Intermediate Bond Fund Class R	Retirement, Medium	Open			Apr 30, 2012	$1.59M	1.160%	High	$0	$262,134.95

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