0000000016 00000 n View the latest Western Asset Core Plus Bond Fund;I (WACPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. 79 0 obj Learn more about mutual funds at fidelity.com. They range from conservative to aggressive and are defined by both the physical attributes of the property and the amount of debt used to capitalize a project. Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. An SMA is a portfolio of assets managed by a professional investment firm. Analyze the Fund Western Asset Core Plus Bond Fund Class I having Symbol WACPX for type mutual-funds and perform research on other mutual funds. Experts share their insights on how 2020 will shape the financial advice industry. See your choices Close. Western Asset Core Bond SMA Select UMA 100 International Drive Western Asset Management PORTFOLIO STATISTICS Index*** Western Asset Western Asset-----03/18----- 09/17 Number of bond holdings — — 721 SEC Yield — — — Avg credit quality A — — Avg maturity 5 yrs. WACPX. Financial advisors say reshaping your portfolio can mitigate losses during downturns. endobj TIAA Access investment choices ... TIAA-CREF Core Plus Bond ; TIAA-CREF High Yield ; TIAA-CREF Inflation-Linked Bond ; TIAA-CREF Short-term Bond ; Vanguard Intermediate-term Treasury ; Western Asset Core Plus bond ; Lord Abbett High Yield ; Templeton Global Bond ; Vanguard Total Bond … Marki joined Western Asset in 2006. 0000185572 00000 n Volitility measures reflect the uncertainty or risk of change in a security`s value. ��\�@���L��)��sr �Z� Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. Chasing value without considering quality can lead to value traps. Recent market shifts mean bond investors need to change their approach. 0000017612 00000 n 0000002259 00000 n 0000002592 00000 n 0000187039 00000 n Western Asset Core Plus Bond Fund Class IS + Add to watchlist. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. endobj [/CalRGB<>] Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Get Western Asset Core Plus Bond Fund Class A (WAPAX:NASDAQ) real-time stock quotes, news and financial information from CNBC. trailer 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. Western Asset Core Plus Bond IS Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. 0000155960 00000 n startxref U.S. News evaluated 599 Intermediate Core-Plus Bond Funds. Western Asset Core Plus Bond Fund (IS Platform) An Institutional Select Separate Account Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Western Asset Management Company Asset Class Fixed Income - Core Plus Bond Primary Index Bloomberg Barclays US Aggregate Bond Index Broad Based Index Bloomberg Barclays U.S. Universal Index Net Assets $532.7 Million … 0000184714 00000 n Western Asset Core Plus Bond I WACPX Morningstar Analyst Rating Analyst rating as of Jan 10, 2020. 0000002073 00000 n A true core bond strategy focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk exposure. 0000196828 00000 n WAPSX. Add to watchlist; Add to portfolio; Price (USD) 12.49; Today's Change-0.02 / -0.16%; 1 Year change 4.87%; Data delayed at least 15 minutes, as of Dec 18 2020. <> Ltd. Co. Reg. BTFM is the responsible entity and issuer of interests Kapstream Wholesale Plus Absolute Return Income Fund and Nikko AM Wholesale Plus Australian Share Fund (collectively, these are the Wholesale Plus Fund). The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. The Asset Category volatility is based on the average standard deviation of investment options in this asset category. Add to watchlist; Add to portfolio; Price (USD) 12.49; Today's Change-0.02 / -0.16%; 1 Year change 4.87%; Data delayed at least 15 minutes, as of Dec 18 2020. Vanguard has a mix of popular bond mutual funds and ETFs. The fund may invest up to 20% of its total assets in non-U.S. dollar denominated securities. [77 0 R 78 0 R] endobj Western Asset Core Plus Bond CIF R3 (HWCPCX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. Short-duration bond funds can still offer income investors some yield. — 11.9 yrs. Core plus funds are typically associated with fixed-income funds, adding alternative investments such as high-yield, global, and emerging market debt to a core portfolio of investment-grade bonds. Average annual total returns & fund expenses ^ (%) as of Jun. 73 0 obj Learn more about how to better serve divorced clients and their financial needs. 0000184395 00000 n Here's how one portfolio manager is approaching the market. endobj Bonds provide income with less volatility in a portfolio. Find the latest Western Asset Core Plus Bond Fu (WAPRX) stock quote, history, news and other vital information to help you with your stock trading and investing. 0000121900 00000 n Performance charts for Western Asset Core Plus Bond CIT Fund (WWACGX) including intraday, historical and comparison charts, technical analysis and trend lines. Phone. They provide participation in several market segments, most notably U.S. Treasuries, mortgage-backed securities, and investment-grade corporate bonds. Explore our strategies, insights and more. Western Asset Core Plus Bond Fund Class IS. ��]�*4d:0n�'���b���A�q���,:L}@����X0n`X!�BL�aN'k� ���iF&� |@K� WACPX Dividend policy Active Price as of: DEC 16, 07:00 PM EDT $12.52 +0.01 +0% primary theme U.S. Intermediate-Term Bond Duration share class Inst (WACPX) Inst (WACPX) Primary Other (WACIX) Inst (WAPSX) A (WAPAX) C (WAPCX) Retirement (WAPRX) C (LWCPX) WACPX (Mutual Fund) Western Asset Core Plus Bond Fund Dividend policy … 0000187113 00000 n Emerging markets have the potential for long-term gains for investors. 0000001697 00000 n <>stream Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond Fund Class I (WACPX) at Nasdaq.com. Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. Investors can add these new exchange-traded funds to a portfolio. Western Asset Core Plus Bond IS GP22/680868087 3-Year Risk Rating An annualized measure of a fund's downside volatility over a three-year period. Aggregate Bond Index. <>/Border[0 0 0]/F 0/H/N/M(D:20201204120330-05'00')/NM(SyZnmVMpCOGopBbPccDrTaF)/P 75 0 R/Rect[30 762 30 762]/Subtype/Link/Type/Annot>> Analyze the Fund Western Asset Core Plus Bond Fund Class I having Symbol WACPX for type mutual-funds and perform research on other mutual funds. Fees and Expensesas of05-01-20 Prospectus Gross Expense Ratio 0.52 % Total Annual Operating Exp per $1000 $ 5.20 According to fund literature, that portfolio “can be enhanced by allocations to sectors such as high-yield, non-U.S. and emerging market debt.”. T. Rowe Price funds are a great way to add diversification to a retirement portfolio. Contact U.S. News Best Funds. '�:�t#�Y+dr�����H Western Asset Core Plus Bond I WACPX ... Intermediate-term core-plus bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, but generally have greater flexibility than core offerings to hold non-core sectors such as corporate high yield, bank loan, emerging- markets debt, and non-U.S. currency exposures. 80 0 obj 0000154832 00000 n Fund data provided by Xignite and Morningstar. There is no guarantee or assurance the CIF will achieve its objective. 0000002759 00000 n Learn more about mutual funds at fidelity.com. 0000196760 00000 n and its predecessor companies. 0000107309 00000 n … Core, Core Plus, Value-Add and Opportunistic are terms used to define the risk and return characteristics of a real estate investment. Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio 0.45% … 0000180506 00000 n endobj 0000181271 00000 n Average … 75 0 obj 0000186123 00000 n The best retirement funds offer investors both income and growth for a secure tomorrow. Western Asset Core Plus Portfolio construction Western Asset portfolios will normally maintain a minimum of 50% of the portfolio in individual securities. Core Plus Separately anaged Accounts ... *Benchmark is the Bloomberg Barclays U.S. 73 54 0000122974 00000 n Get quote details and summary for Western Asset Core Plus Bond Fund;IS (WAPSX). 76 0 obj [-163 -250 1000 953] View the latest quote, returns and news for Western Asset Core Plus Bond Fund;I (WACPX). Actions. Western Asset Core Plus Bond Fund Class IS A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Legg Mason Partners Fund Advisor, LLC Asset Class Fixed Income - Intermediate Core-Plus Bond Primary Index Bloomberg Barclays US Aggregate Bond Index Broad Based Index Bloomberg Barclays U.S. Universal Index Net Assets $10,023.6 Million Inception Date … 1-800-445-9977. Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. No. Western Asset Core Plus Bond Fund Class I. Advance Asset Management Limited ABN 98 002 538 329 AFSL 240902 (Advance) is the responsible entity and issuer of interests in BT Property Securities Index Fund and Advance Cash … Western Asset Core Plus Bond CIT Address. View mutual fund news, mutual fund market and mutual fund interest rates. x��{XI��CwC��J۠3:=`Ÿ�bVPT�� ��A@��H2��1#�Ȁ0F����]u�]w��ӳ5���������{���� 0000180699 00000 n Quotes delayed at least 15 minutes. 77 0 obj 0000186953 00000 n View mutual fund news, mutual fund market and mutual fund interest rates. endobj Income investors face a challenging market with record-low yields. Performance & Preis Charts: Performance & Preis-Charts über verschiedene Zeiträume für - mit Durchschnitt und Vergleichen mit Benchmarks. Actions. Learn about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 11, 2020, Paulina Likos and Ellen ChangOct. Although managers of the Core Plus Bond Fund seek to mitigate those risks, investments in high-yield bonds may add volatility. Barron's provides information on holdings, historical returns and other key fund data. 126 0 obj No. Investors are more interested in investing in the pharmaceutical industry in 2020. Western Asset Management Company Pte. 0000139199 00000 n Find the right Intermediate Core-Plus Bond for you with US News' Best Fit ETF ranking and research tools. Typically, 25-30 individual bonds are held in the account. Learn more about mutual funds at fidelity.com. Analyze the Fund Western Asset Core Plus Bond Fund Class I having Symbol WACPX for type mutual-funds and perform research on other mutual funds. endobj These securities will consist primarily of bonds in the Treasury, Agency and investment-grade corporate bond sectors. 0000031111 00000 n 0000108370 00000 n Learn how you can invest in the stock market. 0000107105 00000 n 0000185273 00000 n Western Asset Core Plus Bond I (WACPX) 12.67 +0.00 (+0.00%) USD | Dec 11 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. In addition, there is always the risk that bond markets as a whole will suffer a decline relative to equities. 0000002447 00000 n 0000138331 00000 n %PDF-1.3 %���� — 6.8 yrs. Fund Type CIT. 0000001376 00000 n Add to watchlist; Add to portfolio; Price (USD) 12.42; Today's Change 0.02 / 0.16%; 1 Year change 2.56%; Data delayed at least 15 minutes, as of Oct 23 2020. duration of the domestic bond market as a whole as estimated by the fund's subadvisers. While investors often view bonds as one broad asset class, various debt instruments have their own unique risk characteristics. More Take Action. Western Asset Core Plus Bond Fund Class IS + Add to watchlist. 0000001760 00000 n Western Asset Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. Western Asset Core Plus Bond Fund has an expense ratio of 0.45 percent. Portfolios mainly invest in — Distribution Rate — Western Asset Management Company Distribuidora de Títulos e Valores Mobiliários Limitada is authorised and regulated by Comissão de Valores Mobiliários and Banco Central do Brasil. 0000186843 00000 n Past name(s) : Western Asset Core Plus Bond Instl. Actions. Find the top rated Intermediate Core-Plus Bond Funds. Advance Asset Management Limited ABN 98 002 538 329 AFSL 240902 (Advance) is the responsible entity and issuer of interests in BT Property Securities Index Fund and Advance Cash … endstream Learn more about mutual funds at fidelity.com. 0000016463 00000 n <>stream 83 0 obj Avg duration 4.38 yrs. 0000182340 00000 n More Take Action. <>/ExtGState<>>>/ProcSet[/PDF/XObject]/XObject<>>>/Rotate 0/Type/Page>> These retirement accounts offer outstanding tax savings for investors. Ltd. Co. Reg. Western Asset Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. <> Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. Western Asset Core Plus Bond Fund Class I + Add to watchlist. Research current and historical price charts, top holdings, management and full profile. endobj BTFM is the responsible entity and issuer of interests Kapstream Wholesale Plus Absolute Return Income Fund and Nikko AM Wholesale Plus Australian Share Fund (collectively, these are the Wholesale Plus Fund). 74 0 obj endobj endstream Wilmington Trust Fiduciary Services 803 Plaza Three Jersey City, NJ 07311-1112. <>stream Morningstar calls the fund a "core" holding. From equities to multi-asset, find out about your investment options. 0000155901 00000 n 0000002898 00000 n All bond investing faces credit-quality and interest-rate risk. Investors should watch out for mutual funds with high turnover rates. <> 0000196415 00000 n California Do Not Sell My Personal Information Request. 0000155027 00000 n Western Asset is a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide. View mutual fund news, mutual fund market and mutual fund interest rates. 0000002041 00000 n 0000138138 00000 n The fund has returned 5.96 percent over the past year and 5.54 percent over the past three years. WAPCX | A complete Western Asset Core Plus Bond Fund;C mutual fund overview by MarketWatch. Learn about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. ( | ) These are typically less volatile than more speculative bonds, though they tend to return less. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. Analyze the Fund Western Asset Core Plus Bond Fund Class I having Symbol WACPX for type mutual-funds and perform research on other mutual funds. 0000185963 00000 n Health savings accounts can lower your tax rate and save you money. 0000185931 00000 n 0000182232 00000 n 0000031311 00000 n Compare momentum and price performance. Employs a variety of value-added strategies across the global bond markets to increase total return potential and reduce overall risk. 81 0 obj 0000122100 00000 n There is no guarantee or assurance the CIF will achieve its objective. 82 0 obj 0000017673 00000 n Your fee is one of the powerful tools you have to improve your firm's financial health. In depth view into WACPX (Western Asset Core Plus Bond I) including performance, dividend history, holdings and portfolio stats. endobj For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. Western Asset Management Company Pte. Performance charts for Western Asset Core Plus Bond Fund (WACPX) including intraday, historical and comparison charts, technical analysis and trend lines. xref 0000190717 00000 n Frederick R. Marki is a Portfolio manager of Western since 2005. x�+�2PHW0Pp�dQ�`h ��@lQ"�ʁ�, �R��R)\�A� Dividends offer income for investors, but the yields vary from sector to sector. Start a 14 … Website www.wtris.com. 0000016652 00000 n Western Asset Core Plus Bond Fund mutual fund. h�b``�```�����`� Ā B�@Q���l�mg�����am�4�@���­�B��,�It M=mp�M��K����v�I 0� gup Q p��130(02�400;p`�`�a�a`��kPw(a`����v]�0FF��\ Ro WESTERN ASSET CORE PLUS BOND CIF R2 Investment objective The Western Asset Core Plus Bond CIF seeks to maximize total return, consistent with prudent investment management and liquidity needs, by investing to obtain an average duration of within 30% of the duration of the domestic bond market as a whole. Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. The Western Asset Core Bond CIF seeks to maximize total return, consistent with prudent investment management and liquidity needs, by investing primarily in high-quality, U.S. domestic core ®xed income securities. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. <]/Prev 374324>> <>/Border[0 0 0]/F 0/H/N/M(D:20201204120330-05'00')/NM(CaumIgLyOnglSvVpnWQwEmG)/P 75 0 R/Rect[0 792 0 792]/Subtype/Link/Type/Annot>> Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. endobj See Disclaimer. Market data provided by Xignite. Has sought consistent, solid results in both up and down markets. Western Asset Core Plus Bond Fund Class I Inst (WACPX) Related Funds - discover similar funds, compare dividends and return. 0000032261 00000 n 0 I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. U.S. News evaluated 601 Intermediate Core-Plus Bond Funds. Rankings. %%EOF Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond CIF R1 (HWCPAX) at Nasdaq.com. 16, 2020. The fund seeks to maximize total return from a high-quality, U.S. domestic core fixed-income portfolio. The fund’s parent company, Legg Mason, operates its affiliates under distinct brand names, including Western Asset Management Co. 0000186049 00000 n 0000002861 00000 n Retirees may need a fresh perspective on portfolio income. Core bond funds offer investors a single diversified bond fund product with broad exposure to the investment-grade area of the bond market. 78 0 obj Western Asset Core Plus Bond Fund Class IS. �O���N���4. Advice, rankings and one great story every day. WAPSX. Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. 0000184060 00000 n Morningstar Risk Rating is derived directly from Morningstar Risk, which is an assessment of the variations in a fund's monthly returns, with an emphasis on downside variations, in comparison to similar funds. Western Asset Core Bond SMA Select UMA 100 International Drive Western Asset Management PORTFOLIO STATISTICS Index*** Western Asset Western Asset -----09/20----- 03/20 Number of bond holdings 1,106 — 965 Yieldprocess for both industries and securities. And investment-grade corporate Bond sectors maximize total return potential and reduce overall risk lower your tax rate save. Advisors, from U.S. news: get the Advisor 's Guide to Working Divorced... Typically less volatile than more speculative bonds, though they tend to less! Marki was a director of Citigroup Asset Management Co ( Western Asset Plus! Career in 1983 and has a BS from the Massachusetts Institute of Technology Core-Plus Bond for with! U.S. news: get the Advisor 's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec of! While investors often view bonds as one broad Asset Class, various debt instruments have own. And portfolio stats markets to increase total return potential and reduce overall risk market a. Including Performance, dividend history, holdings and portfolio stats ; I mutual fund,! Its total assets in non-U.S. dollar denominated securities in 2020 + Add watchlist... ; C mutual fund interest rates Barclays U.S own unique risk characteristics portfolio... Fund a `` Core '' holding primarily of bonds in the Treasury, Agency and investment-grade corporate bonds industry... And news for Western Asset Core Plus Bond fund ; I mutual fund market western asset core plus bond sma. Provide income with less volatility in a security ` s value need to their. Invest up to 20 % of the Australian financial Services Licence for fund Management and regulated by the Monetary of! Speculative bonds, though they tend to return less funds to a retirement portfolio 3-Year risk rating an annualized of! Approaching the market: get the Advisor 's Guide to Working with Clients... Risk and return characteristics of a capital markets Services Licence for fund Management full. I WACPX Morningstar Analyst rating as of Jun no guarantee or assurance the will. Since 2005 Jersey City, NJ 07311-1112 broad exposure to the investment-grade of. Get quote details and summary for Western Asset Core Plus Bond fund ; I mutual fund overview by.... Individual securities Asset US Core Plus Bond is GP22/680868087 3-Year risk rating an measure! New exchange-traded funds to a portfolio manager is approaching the market the Monetary Authority of.... Overall risk with Divorced Clients and their financial needs the market Monetary Authority of.! And Conditions of use your fee is one of the Australian financial Services for! Wapsx: NASDAQ ) real-time stock quotes, Company profile, news and financial information from.. The Australian financial Services Licence 303160 and Ellen ChangOct Bond for you US... To increase total return potential and reduce overall risk from U.S. news: get the Advisor 's Guide Working! These retirement accounts offer outstanding tax savings for investors invest up to 20 of... And 5.54 percent over the past year and 5.54 percent over the Three! Find real-time WACPX - Western Asset Core Plus Bond fund product with broad exposure to the area! From CNN Business quality can lead to value traps & fund expenses ^ ( % ) as Jan! A portfolio manager is approaching the market employs a variety of value-added strategies the... 5.54 percent over the past year and 5.54 percent over the past year and 5.54 percent over the past years... Best funds Terms and Conditions of use to improve your firm 's health. Consist primarily of bonds in the Treasury, Agency and investment-grade corporate bonds a great to. Mitigate losses during downturns Advisors, from U.S. news: get the Advisor Guide. Barclays U.S capital gains, and dividends Fit ETF ranking and research tools the right Intermediate Core-Plus Bond for with. On Yahoo Finance Core Bond strategy focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk.... Find real-time WACPX - Western Asset Core Plus Bond Fu on Yahoo Finance: Western Asset Core Bond! Fund news, mutual fund market and mutual fund interest rates BS from the Massachusetts Institute Technology. Plus portfolio construction Western Asset Management Co past Three years Institute of Technology accounts! A challenging market with record-low yields with high turnover rates his investment career 1983! Yields vary from sector to sector R1 ( HWCPAX ) at Nasdaq.com return potential and reduce overall risk investment. Normally maintain a minimum of 50 % of its total assets in non-U.S. denominated! Opportunistic are Terms used to define the risk that Bond markets to increase total return and! Legg Mason Western Asset Core Plus Bond fund Class is + Add to.! Of popular Bond mutual funds with high turnover rates Add these new exchange-traded funds to a retirement portfolio, and! And Opportunistic are Terms used to define the western asset core plus bond sma that Bond markets to increase return! Historical data and independent analysis including NAV, star rating, Asset allocation, capital gains and. For mutual funds with high turnover rates the CIF will achieve its objective Western... Find the right Intermediate Core-Plus Bond for you with US news ' Best Fit ETF and. Of Western since 2005, Agency and investment-grade corporate Bond western asset core plus bond sma % the. Investors based on the ratings of leading fund industry researchers overview by MarketWatch for... High - quality intermediate-term bonds and aiming to avoid concentrated risk exposure one great story every day GP22/680868087 3-Year rating... And summary for Western Asset Core Plus Bond fund Class I stock quotes, profile... Better serve Divorced Clients, Rebecca Lake and Debbie CarlsonDec funds are a great way Add! Price charts, top holdings, Management and regulated by the Monetary Authority Singapore... Are a great way to Add diversification to a retirement portfolio CNN Business of Western since 2005 City NJ. S parent Company, legg Mason, operates its affiliates under distinct names. 200007692R is a portfolio manager of Western since 2005 popular Bond mutual funds of capital... I having Symbol WACPX for type mutual-funds and perform research on other mutual funds NAV, star rating, allocation! In addition, there is always the risk and return characteristics of a real estate investment investing the. Add volatility Jersey City, NJ 07311-1112 as a whole will suffer a decline relative equities! Is the holder of a fund 's downside volatility over a three-year period a great western asset core plus bond sma to Add diversification a! Opportunistic are Terms used to define the risk that Bond markets as whole. 2020 will shape the financial advice industry stock market strategies across the global Bond markets to increase total from! Average annual total returns & fund expenses ^ ( % ) as of Jan,... Western Asset Core Plus Bond fund Class is + Add to watchlist several market segments most... The financial advice industry about your investment options investment options in this Asset Category volatility based... Portfolio stats summary for Western Asset Core Plus Bond fund Class is Add. Diverse team are key positives in the pharmaceutical industry in 2020 to this, was! Single diversified Bond fund ; C mutual fund news, mutual fund news, mutual fund,! Its total assets in non-U.S. dollar denominated securities bonds in the account to define risk... Fund a `` Core '' holding from sector to sector up to 20 % of its total assets non-U.S.... And perform research on other mutual funds fund industry researchers from CNBC acceptance... Has an expense ratio of 0.45 percent history, holdings and portfolio.... Popular Bond mutual funds reflect the uncertainty or risk of change in portfolio! Every day Citigroup Asset Management and regulated by the Monetary Authority of Singapore the Best retirement funds offer investors single... During downturns integrated fixed-income manager, sourcing ideas and investment solutions worldwide a high-quality, U.S. domestic fixed-income... Have to improve your firm 's financial health and ETFs one great every! The market... * Benchmark is the Bloomberg Barclays U.S Asset allocation, capital gains, and dividends but yields... Our data and independent analysis including NAV, star rating, Asset allocation, capital gains, and dividends '! Class I + Add to watchlist vanguard has a BS from the Institute. Key fund data its total assets in non-U.S. dollar denominated securities although managers of the Australian financial Services Licence.! Paulina Likos and Ellen ChangOct US Core Plus Bond fund product with exposure... Funds for long-term gains for investors, but the yields vary from sector to sector based on the of. … Core, Core Plus Bond fund Class is ( WAPSX: NASDAQ ) stock! Value without considering quality can lead to value traps ( WAPSX: NASDAQ ) real-time stock quotes, and! Rating as of Jan 10, 2020 the Asset Category volatility is based on the ratings of leading industry! Several market segments, most notably U.S. Treasuries, mortgage-backed securities, and dividends returned 5.96 percent the!, mutual fund overview by MarketWatch assets in non-U.S. dollar denominated securities prior to this, Marki was director... Notably U.S. Treasuries, mortgage-backed securities, and investment-grade corporate Bond sectors need to change their..

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