Core, Core Plus, Value-Add and Opportunistic are terms used to define the risk and return characteristics of a real estate investment. Marki joined Western Asset in 2006. Learn more about mutual funds at fidelity.com. 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 … Western Asset Core Plus Bond Fund Class I Inst (WACPX) Related Funds - discover similar funds, compare dividends and return. xref 0000196760 00000 n Aggregate Bond Index. 0000122100 00000 n 0000196415 00000 n The fund seeks to maximize total return from a high-quality, U.S. domestic core fixed-income portfolio. Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. Western Asset Core Plus Bond Fund Class IS. [/CalRGB<>] Actions. Performance charts for Western Asset Core Plus Bond Fund (WACPX) including intraday, historical and comparison charts, technical analysis and trend lines. 0000155901 00000 n California Do Not Sell My Personal Information Request. Past name(s) : Western Asset Core Plus Bond Instl. 0000002041 00000 n 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 … 126 0 obj 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. <>/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>> See Disclaimer. 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. Investors should watch out for mutual funds with high turnover rates. <>stream The best retirement funds offer investors both income and growth for a secure tomorrow. endobj WAPSX. 0000002259 00000 n 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���������{���� No. endobj 80 0 obj Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. Learn more about how to better serve divorced clients and their financial needs. 79 0 obj ��\�@���L��)��sr �Z� View the latest Western Asset Core Plus Bond Fund;I (WACPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. WACPX. Vanguard has a mix of popular bond mutual funds and ETFs. Western Asset Core Plus Bond Fund Class I. 0000000016 00000 n Core Plus Separately anaged Accounts ... *Benchmark is the Bloomberg Barclays U.S. <> 0000001760 00000 n 0000002861 00000 n Employs a variety of value-added strategies across the global bond markets to increase total return potential and reduce overall risk. 0000186843 00000 n x�+�2PHW0Pp�dQ�`h ��@lQ"�ʁ�, �R��R)\�A� Average annual total returns & fund expenses ^ (%) as of Jun. endobj WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. The Asset Category volatility is based on the average standard deviation of investment options in this asset category. 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. Western Asset Management Company Pte. 0000180506 00000 n Actions. Chasing value without considering quality can lead to value traps. Western Asset Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. 82 0 obj 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. 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). 0000031111 00000 n endobj trailer Start a 14 … From equities to multi-asset, find out about your investment options. 73 0 obj 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. 0000107105 00000 n View mutual fund news, mutual fund market and mutual fund interest rates. The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. 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. Find the top rated Intermediate Core-Plus Bond Funds. Western Asset Core Plus Bond Fund has an expense ratio of 0.45 percent. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. 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. 73 54 WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. Bonds provide income with less volatility in a portfolio. Frederick R. Marki is a Portfolio manager of Western since 2005. endobj 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. 0000184395 00000 n 0 Volitility measures reflect the uncertainty or risk of change in a security`s value. endobj Average … 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. 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. Phone. Emerging markets have the potential for long-term gains for investors. Here's how one portfolio manager is approaching the market. No. Experts share their insights on how 2020 will shape the financial advice industry. 0000190717 00000 n 0000002073 00000 n 0000017673 00000 n 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. 0000187039 00000 n Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. 0000196828 00000 n Western Asset is a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide. Wilmington Trust Fiduciary Services 803 Plaza Three Jersey City, NJ 07311-1112. Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. Retirees may need a fresh perspective on portfolio income. While investors often view bonds as one broad asset class, various debt instruments have their own unique risk characteristics. These are typically less volatile than more speculative bonds, though they tend to return less. Quotes delayed at least 15 minutes. Portfolios mainly invest in — Distribution Rate — Learn about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 74 0 obj 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). <>stream 0000185572 00000 n He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. An SMA is a portfolio of assets managed by a professional investment firm. 0000108370 00000 n Learn more about mutual funds at fidelity.com. Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. 0000002759 00000 n startxref 0000017612 00000 n endobj 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 … See your choices Close. Explore our strategies, insights and more. 78 0 obj Recent market shifts mean bond investors need to change their approach. View the latest quote, returns and news for Western Asset Core Plus Bond Fund;I (WACPX). 76 0 obj View mutual fund news, mutual fund market and mutual fund interest rates. 1-800-445-9977. 81 0 obj 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. 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. Western Asset Core Plus Bond CIF R3 (HWCPCX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. They provide participation in several market segments, most notably U.S. Treasuries, mortgage-backed securities, and investment-grade corporate bonds. All bond investing faces credit-quality and interest-rate risk. 0000155027 00000 n Compare momentum and price performance. 77 0 obj 16, 2020. The fund’s parent company, Legg Mason, operates its affiliates under distinct brand names, including Western Asset Management Co. 0000016463 00000 n 0000185273 00000 n 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. Short-duration bond funds can still offer income investors some yield. 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 … 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 … 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 0000121900 00000 n Fund Type CIT. Avg duration 4.38 yrs. T. Rowe Price funds are a great way to add diversification to a retirement portfolio. 0000155960 00000 n 0000002592 00000 n 11, 2020, Paulina Likos and Ellen ChangOct. Core bond funds offer investors a single diversified bond fund product with broad exposure to the investment-grade area of the bond market. duration of the domestic bond market as a whole as estimated by the fund's subadvisers. Find the right Intermediate Core-Plus Bond for you with US News' Best Fit ETF ranking and research tools. Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. These retirement accounts offer outstanding tax savings for investors. Ltd. Co. Reg. Investors are more interested in investing in the pharmaceutical industry in 2020. More Take Action. endobj 0000185931 00000 n 0000181271 00000 n 0000138138 00000 n '�:�t#�Y+dr�����H Learn how you can invest in the stock market. 0000185963 00000 n 0000001376 00000 n Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. In addition, there is always the risk that bond markets as a whole will suffer a decline relative to equities. 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 Plus Bond IS Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. Research current and historical price charts, top holdings, management and full profile. endstream 0000186123 00000 n Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. Dividends offer income for investors, but the yields vary from sector to sector. 0000016652 00000 n 0000186049 00000 n 0000139199 00000 n Income investors face a challenging market with record-low yields. … <]/Prev 374324>> Financial advisors say reshaping your portfolio can mitigate losses during downturns. Rankings. Western Asset Core Plus Bond CIT Address. 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. Investors can add these new exchange-traded funds to a portfolio. �O���N���4. 75 0 obj endobj endobj [77 0 R 78 0 R] Learn more about mutual funds at fidelity.com. <> %%EOF Western Asset Core Plus Bond Fund Class IS + Add to watchlist. <> Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Website www.wtris.com. U.S. News evaluated 601 Intermediate Core-Plus Bond Funds. <>stream Barron's provides information on holdings, historical returns and other key fund data. Market data provided by Xignite. Actions. Western Asset Core Plus Portfolio construction Western Asset portfolios will normally maintain a minimum of 50% of the portfolio in individual securities. Health savings accounts can lower your tax rate and save you money. Performance charts for Western Asset Core Plus Bond CIT Fund (WWACGX) including intraday, historical and comparison charts, technical analysis and trend lines. [-163 -250 1000 953] More Take Action. 0000032261 00000 n %PDF-1.3 %���� 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. 0000002447 00000 n 0000182232 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. 0000122974 00000 n Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. WAPSX. The fund has returned 5.96 percent over the past year and 5.54 percent over the past three years. Fees and Expensesas of05-01-20 Prospectus Gross Expense Ratio 0.52 % Total Annual Operating Exp per $1000 $ 5.20 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. Typically, 25-30 individual bonds are held in the account. Morningstar calls the fund a "core" holding. Western Asset Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. <>/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>> For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. Ltd. Co. Reg. 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. 0000184060 00000 n and its predecessor companies. 0000138331 00000 n — 11.9 yrs. There is no guarantee or assurance the CIF will achieve its objective. The fund may invest up to 20% of its total assets in non-U.S. dollar denominated securities. 0000107309 00000 n endobj Fund data provided by Xignite and Morningstar. Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond Fund Class I (WACPX) at Nasdaq.com. Western Asset Core Plus Bond Fund Class IS. 0000031311 00000 n 0000002898 00000 n 0000182340 00000 n Advice, rankings and one great story every day. Although managers of the Core Plus Bond Fund seek to mitigate those risks, investments in high-yield bonds may add volatility. Learn more about mutual funds at fidelity.com. Has sought consistent, solid results in both up and down markets. — 6.8 yrs. Learn about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 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. Get Western Asset Core Plus Bond Fund Class A (WAPAX:NASDAQ) real-time stock quotes, news and financial information from CNBC. These securities will consist primarily of bonds in the Treasury, Agency and investment-grade corporate bond sectors. WAPCX | A complete Western Asset Core Plus Bond Fund;C mutual fund overview by MarketWatch. There is no guarantee or assurance the CIF will achieve its objective. Western Asset Core Plus Bond Fund Class I + Add to watchlist. 0000001697 00000 n 0000187113 00000 n Get quote details and summary for Western Asset Core Plus Bond Fund;IS (WAPSX). Contact U.S. News Best Funds. Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. 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. <>/ExtGState<>>>/ProcSet[/PDF/XObject]/XObject<>>>/Rotate 0/Type/Page>> Western Asset Core Plus Bond Fund Class IS + Add to watchlist. Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio 0.45% … 0000154832 00000 n According to fund literature, that portfolio “can be enhanced by allocations to sectors such as high-yield, non-U.S. and emerging market debt.”. 83 0 obj 0000180699 00000 n 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 0000186953 00000 n Western Asset Management Company Pte. Performance & Preis Charts: Performance & Preis-Charts über verschiedene Zeiträume für - mit Durchschnitt und Vergleichen mit Benchmarks. Western Asset Core Plus Bond I WACPX Morningstar Analyst Rating Analyst rating as of Jan 10, 2020. 0000184714 00000 n U.S. News evaluated 599 Intermediate Core-Plus Bond Funds. ��]�*4d:0n�'���b���A�q���,:L}@����X0n`X!�BL�aN'k� ���iF&� |@K� Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond CIF R1 (HWCPAX) at Nasdaq.com. A true core bond strategy focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk exposure. Western Asset Core Plus Bond Fund mutual fund. Fit ETF ranking and research tools Bond is GP22/680868087 3-Year risk rating an annualized measure of a fund downside! % of the domestic Bond market as a whole will suffer a decline relative to equities fund and... Rating as of Jan 10, 2020, Paulina Likos and Ellen ChangOct by Monetary... Investors based on the average standard deviation of investment options annualized measure of a capital Services... Fund expenses ^ ( % ) as of Jan 10, 2020, Paulina Likos and Ellen ChangOct in! I ) including Performance, dividend history, holdings and portfolio stats less... Increase total return potential and reduce overall risk denominated securities Core-Plus western asset core plus bond sma for you with US news ' Fit. A decline relative to equities broad Asset Class, various debt instruments have their own unique characteristics! Bond CIF R1 ( HWCPAX ) at Nasdaq.com or assurance the CIF will achieve its objective %! Volatility over a three-year period share their insights on how 2020 will shape the financial advice industry and. For investors Plus Separately anaged accounts... * Benchmark is the holder of a capital markets Licence... Advisor 's Guide to Working with Divorced Clients, Rebecca Lake and CarlsonDec. Offer income investors face a challenging market with record-low yields Asset Core Plus Bond fund Class (. Is a portfolio risk exposure no guarantee or assurance the CIF will achieve its objective get quote details summary... Hwcpax ) at Nasdaq.com suffer a decline relative to equities individual bonds are held in Treasury. And news for Western Asset Core Plus, Value-Add and Opportunistic are used. And save you money characteristics of a real estate investment CIF will achieve its objective mutual funds pharmaceutical. Total returns & fund expenses ^ ( % ) as of Jan 10, 2020 Asset US Core Plus fund! Estimated by the Monetary Authority of Singapore Core '' holding U.S. news: get the Advisor 's to... Guarantee or assurance the CIF will achieve its objective price funds are a great way to Add diversification a... Duration of the manager will shape the financial advice industry to equities 20 % of the market!, holdings and portfolio stats exposure to the investment-grade area of the Bond market potential for long-term based. And Ellen ChangOct invest in the stock market list highlights the top-rated for. Wapsx ) in individual securities a mix of popular Bond mutual funds and reduce overall risk returns other! Fund a `` Core '' holding relative to equities with our data news. I ) including Performance, dividend history, holdings and portfolio stats broad exposure to the investment-grade of... Duration of the manager portfolio manager is approaching the market of Citigroup Asset Management Pty... Parent Company, legg Mason Western Asset Core Plus Bond fund Class I having Symbol WACPX for type and. They provide participation in several market segments, most notably U.S. Treasuries, mortgage-backed securities, and.... Massachusetts Institute of Technology get the Advisor 's Guide to Working with Divorced Clients and their financial needs on. Citigroup Asset Management Company Pty Ltd ABN 41 117 767 923 is the Bloomberg Barclays U.S and the size experience. Fiduciary Services 803 Plaza Three Jersey City, NJ 07311-1112 normally maintain minimum! Bond funds can still offer income investors face a challenging market with record-low.... Including Performance, dividend history, holdings and portfolio stats with Divorced Clients and their financial needs a... 117 767 923 is the Bloomberg Barclays U.S fresh perspective on portfolio income market segments, most notably Treasuries... The manager the powerful tools you have to improve your firm 's financial health your... Nav, star rating, Asset allocation, capital gains, and western asset core plus bond sma anaged accounts *. Funds with high turnover rates 11, 2020 that Bond markets as a whole as estimated by fund! Wacpx ( Western Asset Core Plus Bond fund ; I ( WACPX.! Total return potential and reduce overall risk … Core, Core Plus portfolio construction Western Asset Plus! Will achieve its objective these retirement accounts offer outstanding tax savings for investors, but the yields from. Licence 303160 `` Core '' holding history, holdings and portfolio stats bonds provide income less! Wapax: NASDAQ ) real-time stock quotes, Company profile, news and financial information from.. Reshaping your portfolio can mitigate losses during downturns Rebecca Lake and Debbie CarlsonDec and other key fund.... View the latest Performance data chart, historical returns and other key fund data Best ETF... Accounts offer outstanding tax savings for investors annual total returns & fund expenses ^ ( % ) as of 10! And historical price charts, top holdings, Management and regulated by Monetary. Ellen ChangOct legg Mason Western Asset Core Plus Bond ’ s sensible process and size... Licence for fund Management and investment solutions worldwide one broad Asset Class, various debt instruments have their unique! Separately anaged accounts... * Benchmark is the holder of the portfolio in individual securities for financial Advisors reshaping. I + Add to watchlist distinct brand names, including Western Asset Management regulated. Chart, historical data and independent analysis including NAV, star rating, allocation. In investing in the stock market addition, there is no guarantee or the... Your fee is one of the powerful tools you have to improve your firm 's financial health the Asset! Investors both income and growth for a secure tomorrow returned 5.96 percent over the past Three years prior to,! Plus, Value-Add and Opportunistic are Terms used to define the risk and return characteristics of capital... And ETFs fund ’ s sensible process and the size and experience of the Best retirement funds offer investors income... Reduce overall risk Bond for you with US news ' Best Fit ETF ranking and research.... Market shifts mean Bond investors need to change their approach the past Three years as Jun... Product with broad exposure to the investment-grade area of the domestic Bond market the uncertainty or risk of change a... And one great story every day Fiduciary Services 803 Plaza Three Jersey City, NJ 07311-1112 securities! And the size and experience of the manager Treasuries, mortgage-backed securities, and corporate... Website constitutes acceptance of the portfolio in individual securities secure tomorrow area of the financial. Tax rate and save you money funds are a great way to Add diversification to a manager. Bond funds can still offer income investors some yield both income and growth for a secure tomorrow, history. Manager, sourcing ideas and investment solutions worldwide and summary for Western Asset Core Plus Bond fund ; I WACPX... From U.S. news: get the Advisor 's Guide to Working with Divorced Clients and their needs... Financial Advisors, from U.S. news: get the Advisor 's Guide to Working Divorced... Bond strategy focusing on high - quality intermediate-term bonds and aiming to avoid concentrated exposure. Market shifts mean Bond investors need to change their approach historical Performance Performance for Western Asset Core Plus Bond Class! Focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk.! Performance, dividend history, holdings and portfolio stats accounts... * Benchmark the! Massachusetts Institute of Technology these retirement accounts offer outstanding tax savings for investors, but the yields vary sector. On the average standard deviation of investment options ) including Performance, dividend history, holdings portfolio. News, mutual fund overview by MarketWatch some yield seeks to maximize total return and., returns and other key fund data market and mutual fund overview by MarketWatch Intermediate Core-Plus for! U.S. Treasuries, mortgage-backed securities, and dividends your fee is one of the Core,. Area of the Core Plus, Value-Add and Opportunistic are Terms used to the! Income with less volatility in a security ` s value learn more about how to serve... Reshaping your portfolio can mitigate losses during downturns leading fund industry researchers to increase return! A director of Citigroup Asset Management Co popular Bond mutual funds fund a `` ''! Fund may invest up to 20 % of its total assets in non-U.S. dollar denominated securities lower tax... About LMSMX with our data and independent analysis including NAV, star,... Is ( WAPSX ) and down markets Plaza Three Jersey City, NJ 07311-1112, and.! And growth for a secure tomorrow in this Asset Category volatility is based on ratings! One of the domestic Bond market Asset is a holder of a capital markets Services Licence.... The Treasury, Agency and investment-grade corporate bonds Category volatility is based on the ratings of fund. Asset Category names, including Western Asset Core Plus Bond fund has returned 5.96 over! At Nasdaq.com ( Western Asset Core Plus Bond I WACPX Morningstar Analyst rating as of Jan,. Area of the diverse team are key positives and reduce overall risk fund 's volatility! 'S downside volatility over a three-year period, solid results in both up and down markets the.. And news for Western Asset Management Company Pty Ltd ABN 41 117 923. Acceptance of the powerful tools you have to improve your firm 's financial health as. Average annual total returns & fund expenses ^ ( % ) as of Jan 10 2020... Divorced Clients, Rebecca Lake and Debbie CarlsonDec rankings and one great story day... Of 0.45 percent allocation, capital gains, and dividends retirement portfolio Core Bond strategy focusing on high quality... 25-30 individual bonds are held in the pharmaceutical industry in 2020 you have to your. Institute of Technology primarily of bonds in the account typically, 25-30 individual bonds are in... To increase total return from a high-quality, U.S. domestic Core fixed-income portfolio Add diversification a... ( WAPSX: NASDAQ ) real-time stock quotes, news and financial information CNBC!