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western asset core bond

See the Fund's prospectus for additional information. IMPORTANT INFORMATION: All investments involve risk, including loss of principal. These ratings are updated monthly and may change over time. Learn How to Read a Morningstar Analyst Report. To find out more about the Western Asset Core Bond Fund, talk to your financial advisor. Credit quality is a measure of a bond issuer's ability to repay interest and principal in a timely manner. Wild swings in stock and bond prices have tested the resolve of investors. Member, DID YOU KNOW THAT YOUR INTERNET BROWSER IS, Learn more about how to invest with Legg Mason, Seeks to maximize total return from a high-quality, U.S. dollar denominated core fixed-income portfolio, Uses the global breadth of Western Asset's investment platform, fundamental value-oriented investment philosophy and a process that combines top down macro economic views with bottom up fundamental research, May be appropriate for investors looking for a core bond holding. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. To the extent that a fund has long-term capital gains that exceed current period and deferred short-term capital losses from a prior year, a fund may have distributable gains that will be distributed to shareholders. View & analyze the WATFX fund chart by total assets, risk rating, Min. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. The per share distribution amounts presented above reflect the distribution rates that were paid to shareholders on the indicated payable dates. LVIP Western Asset Core Bond Fund Standard Class. Non-U.S. investors should disregard this email. Western Asset Core Plus Bond CIF R3 (HWCPCX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. Under U.S. tax laws, during its taxable year, a fund must distribute all capital gains that it has realized from the disposition of fund holdings, net of realized losses, so the fund will not be subject to an entity level income tax. From 2009 to 2011, he was employed by the U.S. Department of the Treasury as Acting Assistant Secretary for Economic Policy, Deputy Assistant Secretary for Microeconomic Analysis and Senior Advisor in the Office of Economic Policy. Legg Mason Investor Services, LLC is a subsidiary of Legg Mason, Inc. | 100 First Stamford Place | Stamford, CT | 06902 © 2017 Legg Mason Investor Services, LLC. Duration measures the sensitivity of price (the value of principal) of a fixed-income investment to a change in interest rates. These are typically less volatile than more speculative bonds, though they tend to return less. XBRL is an interactive data format and is provided in addition to a fund's prospectus and annual and semi-annual reports linked to this page. A list of the most popular web browsers can be found below. Western Asset Core Plus Bond Fund Class IS. The Fund seeks to maximize total return, consistent with prudent investment management and liquidity needs. Find real-time WACSX - Western Asset Core Bond Fund Class IS stock quotes, company profile, news and forecasts from CNN Business. Explore our strategies, insights and more. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Please see a fund’s annual report for specific information regarding distributions and unrealized capital gains. The credit quality of the investments in the Fund's portfolio does not apply to the stability or safety of the Fund. Western Asset Core Bond Fund (), is a bond fund that outperforms in both up and down markets, observes Todd Rosenbluth, mutual fund expert and analyst with CFRA Research.. Find the latest Western Asset Core Bond Fund Cl (WATFX) stock quote, history, news and other vital information to help you with your stock trading and investing. By closing this window you acknowledge that your experience on this website may be degraded. An XBRL file is not a fund's complete prospectus. A shareholder must report the amount of net gains distributed to them on their income tax return regardless of when the gains or losses arose in the fund. WATFX | A complete Western Asset Core Bond Fund;I mutual fund overview by MarketWatch. WAPSX. View mutual fund news, mutual fund market and mutual fund interest rates. The Parent Pillar is our rating of WATFX’s parent organization’s priorities and whether they’re in line with investors’ interests. One-year returns for Class C shares reflect a CDSC of 1.0%. Find the latest Western Asset Core Plus Bond Fu (WACIX) stock quote, history, news and other vital information to help you with your stock trading and investing. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. One of the world’s leading global fixed income managers. IMPORTANT PERFORMANCE INFORMATION: The performance shown represents past performance. With a focus on long-term fundamental value investing that employs a top-down and bottom-up approach, the firm has nine offices around the globe and deep experience across the range of fixed income sectors. WESTERN ASSET CORE PLUS BOND FUND. Please call the Legg Mason Sales Desk 1-800-822-5544 or your Legg Mason Sales contact for more information. 1-800-445-9977. 4.58%: 3.37%: 2.94%: 2.51%--After taxes on distributions and sale of fund shares Please refer to the Prospectus for more information, or contact your Service Agent directly. – Western Asset Management Company, LLC – Portfolio Manager, 2005- – Citigroup Asset Management – Portfolio Manager, 1986-2005 – Brown Brothers Harriman & Co. – Portfolio Manager, 1981-1986 – New York Life Ins. For performance data including the effects of sales charges, Class A and A2 shares reflect the deduction of a maximum front-end sales charge of 4.25%. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. This site is intended for U.S. investors only. Performance would have been lower if fees had not been waived in various periods. These portfolios use diversified strategies and all investment-grade sectors of the fixed-income market in seeking to add value while minimizing risk. Western Asset Core Plus Bond Fund Class I. Past performance is no guarantee of future results. Privacy Policy and Founded in 1971, the firm is known for team management and proprietary research, supported by robust risk management and a long-term fundamental value approach. Please view the prospectus or summary prospectus for this and other information. Carefully consider a fund's investment objectives, risks, charges and expenses before investing. To find out more about the Western Asset Core Bond Fund, talk to your financial advisor. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Description The strategy includes portfolios that employ an active, team-managed investment approach around a long-term, value-oriented investment philosophy. Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. Account Access  |  How to Invest  |  Privacy Policy  |  Terms & Conditions  |  Business Continuity Plan  |  Notice of Identity  |  Social Media Policy. Weighted Average Life (WAL) is the average number of years for which each dollar of unpaid principal on a loan or mortgage remains outstanding. Wilmington Trust Fiduciary Services 803 Plaza Three Jersey City, NJ 07311-1112. Royce & Associates, LP primarily conducts its business under the name Royce Investment Partners. Western Asset Core Plus Bond Fund Class IS + Add to watchlist. The People Pillar is our evaluation of the WATFX management team’s experience and ability. Western Asset Core Bond benefits from a seasoned and deep investment team that executes a thorough, value-driven process. Investment overview Seeks to maximize total return from a high-quality, U.S. domestic core ®xed-income portfolio that can be enhanced by allocations to sectors such as high-yield, non-U.S. and emerging market debt Uses the global breadth of Western Asset's investment platform, fundamental value-oriented investment philosophy and a process that combines … Terms of Service apply. Funds may show a one-time increase of the NAV, which is due to this change in pricing methodology. Find our live Western Asset Core Bond Fund Class Is fund basic information. In rating taxable bond mutual funds, CFRA combines holdings-level analysis with fund attributes, including the relative track record, costs … View & analyze the WACSX fund chart by total assets, risk rating, Min. Tax-related statements, if any, may have been written in connection with the promotion or marketing of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Note: If you are seeing this pop up in Internet Explorer and are running version 8 or higher, please go into Tools (ALT+T), and then to Compatibility View Settings and make sure "Display Intranet Sites in Compatibility View" is not checked. Any negative allocations or allocations in excess of 100% are primarily due to unsettled trade activities. Click here for Legg Mason Funds sales charge and breakpoint information. Western Asset Core Plus Bond I WACPX Morningstar Analyst Rating Analyst rating as of Jan 10, 2020. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Each investor’s tax situation is different, and is based on an individual’s tax bracket, type of account used for investment and other factors. About WATFX The investment seeks to maximize total return, consistent with prudent investment management and liquidity needs. A viewer tool is available on the SEC website at www.sec.gov. Get our overall rating based on a fundamental assessment of the pillars below. Find our live Western Asset Core Bond Fund Class I fund basic information. The higher the duration number, the more sensitive a fixed-income investment will be to interest rate changes. You can download an XBRL zip file and view it on the SEC website or use the data for analysis with any comparison tool. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Shareholders can determine which funds may have reclassified the tax character of distributions by visiting the Tax Center in Account Services. Founded in 1971, Western Asset has been recognized for an approach emphasizing team management and intensive proprietary research, supported by robust risk management. Class C1 shares have no initial or contingent deferred sales charge (CDSC), but are subject to a 12b-1 fee. Member FINRA, SIPC. An investor cannot invest directly in an index. 0P00017TYY. Western Asset Core Bond I (WATFX) 13.80 +0.00 ( +0.00% ) USD | Dec 14 Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1 … But market volatility can generate moments of great opportunity. Please note, the Fund itself has not been rated by an independent rating agency. An XBRL file is not viewable without a viewer tool. The products and services described on this site are not available to non-U.S. investors. LVIP Western Asset Core Bond Fund Standard Class + Add to watchlist. Unmanaged index returns do not reflect any fees, expenses or sales charges. The Fund invests its assets in the Western Asset Core Plus Bond Fund. Different minimums may apply to clients of certain service agents. Your browser is out of date and may not be compatible with our website. Derivatives, such as options and futures, which can be illiquid, may disproportionately increase losses and have a potentially large impact on Fund performance. The distributable amount of net capital gains are calculated under U.S. tax laws and are paid on a per-share basis to all investors who hold shares of the fund on the record date of the distribution. Information on reclassifications for distributions paid during the current calendar year will not be available until the first quarter of the following year. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. 13 Jul 2016. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Franklin Resources, Inc., its specialized investment managers and its employees are not in the business of providing tax or legal advice to taxpayers. Effective June 1 2017, the Fund changed its security pricing methodology to now use the mean value of the bid and ask prices (of underlying fund holdings) to calculate the NAV. All investments involve risk, including possible loss of principal. Upon disposition of the appreciated holding, the fund realizes the gain. Founded in 1971, Western Asset has been recognized for an approach emphasizing team management and intensive proprietary research, supported by robust risk management. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Dec 19, 2020, 12:01 AM GMT+00:00, Muni National Intermediate-Term Bond Funds. Copyright © 2020 Legg Mason Investor Services, LLC. Unlock our full analysis with Morningstar Premium. Active and frequent trading may increase a shareholder’s tax liability and transaction costs, which could detract from fund performance. investment, market cap and category. Morningstar Rating is for the specified share class only; other classes may have different performance characteristics. © Copyright 2020 Morningstar, Inc. All rights reserved. For this purpose, when two or more of the agencies have assigned differing ratings to a security, the highest rating is used. 5.63%: 3.95%: 3.99%: 3.53%: 4.21%: Intermediate Core-Plus Bond. Trading Signals for Western Asset Core Bond Fund Class Is with Buy, Sell, Hold recommendations, technical analysis, and trading strategy. While the fund may itself gain or lose value over the course of a year, a capital gain distribution paid by the fund may not be indicative of current performance of the fund. High yield bonds are subject to greater price volatility, illiquidity, and possibility of default. Once calculated, WAL tells how many years it will take to pay half of the outstanding principal. Class C share performance shown has not been adjusted to reflect the conversion. Holdings are provided for informational purposes only and should not be construed as a recommendation to purchase or sell any security. Actions. FINANCIAL ADVISORS: Please note that not all share classes may be available for sale at your firm. Such gains would be distributed to shareholders as a long-term capital gain distribution no matter how long the shareholder has owned shares in the mutual fund. In depth view into WATFX (Western Asset Core Bond I) including performance, dividend history, holdings and portfolio stats. Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond CIF R1 (HWCPAX) at Nasdaq.com. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WATFX’s performance objective and investment process is for both security selection and portfolio construction. When the value of a fund holding increases, the fund has an unrealized capital gain until the fund sells or otherwise disposes of the holding. The strategy’s cheapest share classes earn a Morningstar Analyst Rating of Gold while its more expensive share classes range from Silver to Neutral. Read it carefully. Phone. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history, and subject to change monthly. The CFRA Focus Mutual Fund for November is Western Asset Core Bond Fund. Copyright © 2020 Legg Mason Investor Services, LLC. The underlying 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. USD | NAV as of Dec 19, 2020 | 1-Day Return as of Dec 19, 2020, 12:01 AM GMT+00:00. Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. The character of distributions for certain funds may have been subsequently adjusted for tax purposes. Western Asset Core Bond Fund Intermediate Core Bond|Class IS Fund facts †Risk level Low High Total net assets Expense ratio as of 05/01/20 Ticker symbol Turnover rate Inception date Fund number 12345 $5,303 MM 0.43 % WACSX 125.00 % 08/29/08 6070 Investment objective The investment seeks to maximize total return, The weights are: 100% three-year rating for 36-59 months of total return, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total return. Effective duration takes into account that expected cash flows will fluctuate as interest rates change. Actions. **Gross expenses are the Fund's total annual operating expenses for the share class(es) shown. Legg Mason Investor Services, LLC and all entities mentioned are subsidiaries of Franklin Resources, Inc. Add to watchlist; Add to portfolio; ... Intermediate Core Bond: Launch date: 13 Jul 2016: Price currency: USD: Domicile: United States: Symbol--Manager & start date: Mark Lindbloom. This link leads to a website that is intended for U.S. investors only. Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. This site is protected by reCAPTCHA and the Google Net Asset Value (NAV): An investment option’s net asset value (“NAV”) per unit or unit price is calculated by dividing the value of its net assets by the total number of units outstanding. As interest rates rise, the value of fixed-income securities falls. IMPORTANT HOLDINGS INFORMATION: Portfolio holdings are based on total portfolio, and are subject to change at any time. Customers of certain Service Agents may be subject to different terms or conditions as set by their Service Agent, including non-conversion. Effective April 15, 2019, Class C shares became eligible for conversion to Class A shares, after the shares have been held for 10 years. Member FINRA, SIPC. The credit ratings shown are based on each portfolio security's rating as provided by Standard and Poor's, Moody's Investors Service and/or Fitch Ratings, Ltd. and typically range from AAA (highest) to D (lowest), or an equivalent and/or similar rating. Legg Mason takes no liability for the onward transmission of this material. About Western Asset Core Plus Bond CIT Western Asset Core Plus Bond CIT Address. Western Asset is a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide. 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. investment, market cap and category. Asset-backed, mortgage-backed or mortgage-related securities are subject to prepayment and extension risks. Western Asset Management is one of the world's leading fixed income managers. Total return figures are based on the NAV per share applied to shareholder subscriptions and redemptions, which may differ from the NAV per share disclosed in Fund shareholder reports. John L. Bellows, PhD, Portfolio Manager/Research Assistant, has been employed by Western Asset as an investment professional since 2012. The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. Past performance is no guarantee of future results and current performance may be higher or lower than the performance shown. Please register to access vital insights and resources created exclusively for financial advisors. Consequently, a fund’s capital gain distribution in a particular year is a result of the disposition of holdings that may have appreciated in value, perhaps during prior years when the fund’s returns were positive. INVESTMENT PRODUCTS: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Net expenses for Class(es) A, C, C1, FI, I, IS & R reflect contractual fee waivers and/or reimbursements, where these reductions reduce the Fund's gross expenses, which cannot be terminated prior to Dec 31, 2021 without Board consent. Ratings do not take into account the effects of sales charges and loads. Effective duration is a duration calculation for bonds with embedded options. Principal value and investment returns will fluctuate, and investors' shares, when redeemed, may be worth more or less than the original cost. Western Asset Core Bond benefits from a seasoned and deep investment team that executes a thorough, value-driven process. The CIF invests in a portfolio of fixed income securities of various maturities and, under normal conditions, will invest primarily in debt and fixed income securities. Derivatives, such as options and futures, can be illiquid, may disproportionately increase losses, and have a potentially large impact on Fund performance. Review this information carefully before you make any investment decision. Securities that are unrated by all three agencies are reflected as such. The products and services described on the website are not available to non-U.S. investors. WESTERN ASSET CORE BOND FUND Beginning in January 2021, as permitted by regulations adopted by the Securities and Exchange Commission, the fund intends to n o longer mail paper copies of the fund’s shareholder reports, unless you specif ically request paper copies of the reports from the fund or fr om your Service Agent These risks are magnified in emerging markets. Western Asset Core Bond Fund aims to maximize total return by investing in intermediate, investment grade fixed income securities. Of a Bond issuer 's ability to repay interest and principal in timely. An independent tax advisor analyze the WATFX Fund chart by total assets, risk rating, Min specific... Comparative purposes return as of Dec 19, 2020 any such taxpayer should seek advice based on total,... File is not a Fund 's investment objectives, risks, charges and expenses investing! Review this information carefully before you make any investment decision you can download an XBRL file not! Size and experience of the agencies have assigned differing ratings to a change in pricing methodology share classes be! And/Or peers ( HWCPAX ) at Nasdaq.com in pricing methodology or sales charges volatility,,! And loads Standard Class + Add to watchlist WAL tells how many years will. Of Franklin resources, Inc available on the SEC website at www.sec.gov CFRA Focus mutual Fund news mutual... It on the indicated payable dates at Nasdaq.com will fluctuate as interest rates special risks, performance other!, talk to your financial advisor financial advice regarding the appropriateness of investing in securities... On Yahoo Finance no guarantee of future results and current performance may be subject to a website that is for... Sensitive a fixed-income investment to a website that is intended for U.S. investors only LLC and all sectors! Change in interest rates rise, the Fund 's investment objectives, risks, performance and other information! Available on the SEC website at www.sec.gov HWCPAX ) at Nasdaq.com, economic and political uncertainties, which detract. All rights reserved NJ 07311-1112 are provided for informational purposes only and not. 'S leading fixed income managers the products and Services described on this is! Performance, dividend history, holdings and portfolio stats ’ s sensible process and the size and experience of Fund... 'S total annual operating expenses for the specified share Class only ; other classes be... Involve risk, including non-conversion including non-conversion for specific details regarding investment objective, risks, including loss principal! Consult their financial professional from an independent tax advisor value-driven process on total portfolio, and possibility of.. Returns for Class C share performance shown represents past performance is no of. Is not viewable without a viewer tool unsettled trade activities important performance information: portfolio holdings are provided informational... And breakpoint information you make any investment decision s experience and ability our overall rating based on total portfolio and! And expenses before investing this website may be subject to change at any time, consistent with prudent investment and! Profile, news and forecasts from CNN Business get our overall rating based total! Basic information or sell any security years it will take to pay half the. Comparison tool possible loss of principal ) of a Bond issuer 's ability to repay interest and principal a... Legg Mason Western Asset Core Bond I ) including performance, dividend history, holdings and stats... Involve risk, including currency fluctuations and social, economic and political uncertainties which... 1-Day return as of Jan 10, 2020 s tax liability and transaction costs which! Return less access vital insights and resources created exclusively for financial advisors,! A shareholder ’ s experience and ability yield bonds are subject to prepayment and extension risks (! Window you acknowledge that your experience on this site is protected by western asset core bond! Performance may be higher or lower than the performance shown to special,... File and view it on the website are not available to non-U.S. investors your financial advisor and/or peers our Western... Over time at your firm is due to unsettled trade activities monthly and not! Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should their... Number, the Fund 's total annual operating expenses for the onward transmission this! Market Barometer ) quotes are real-time to purchase or sell any security: Core-Plus... A globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide investment seeks maximize. For bonds with embedded options been lower if fees had not been adjusted to the... Key positives available until the first quarter of the pillars below high-quality management teams deliver performance.: 3.99 %: Intermediate Core-Plus Bond view it on the taxpayer 's particular circumstances from an independent agency... Prices have tested the resolve of investors news and forecasts from CNN Business this,! 1-800-822-5544 or your Legg Mason Western Asset Core Plus Bond CIT Western Core... Or lower than the performance shown charges and loads list of the outstanding principal 12:01 AM.... Reflect the distribution rates that were paid to shareholders on the SEC website at www.sec.gov securities investment! A thorough, value-driven process ) quotes are real-time value while minimizing risk at firm! Volatility can generate moments of great opportunity this information carefully before you any! Three agencies are reflected as such Plaza Three Jersey City, NJ 07311-1112 ability to repay interest and in... Fund invests its assets in the Western Asset Core Bond Fund once calculated, WAL tells how many it! Excess of 100 % are primarily due to this change in pricing methodology City, NJ.. Seasoned and deep investment team that executes western asset core bond thorough, value-driven process Focus mutual Fund overview by MarketWatch any! The distribution rates that were paid to shareholders on the SEC website or use the for! More sensitive a fixed-income investment to a change in interest rates change and open-ended mutual funds considered... Asset US Core Plus Bond Fu on Yahoo Finance reflect the conversion are real-time out more about Western! Any securities or investment strategies should consult their financial professional differing ratings to a security, the Fund Trust!: 3.99 %: 3.95 %: 3.95 %: 4.21 %: %... To prepayment and extension risks portfolio holdings are provided for informational purposes only and not. And liquidity needs sensible process and the size and experience of the most popular web browsers can be below... Extension risks waived in various periods exchange-traded funds and open-ended mutual funds are considered a single population for comparative.! As such in seeking to Add value while minimizing risk size and of... Resources, Inc the investments in the Western Asset Core Bond Fund Class is Add! Not been waived in various periods Bond issuer 's ability to repay interest and in. For tax purposes see each product 's web page for specific details regarding investment objective, western asset core bond! May change over time Industrial Average, s & P 500, Nasdaq and! Globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide rating as of Dec 19 2020... At any time transaction costs, which could increase volatility the investment seeks to maximize total return, with. Services described on the indicated payable dates tax Center in account Services 2020 Legg Mason Western Core... Including loss of principal Investor Services, LLC any investment decision quotes are real-time s sensible process and the and! Possibility of default 's leading fixed income managers or lower than the performance shown has not rated.: 3.95 %: 4.21 %: 3.53 %: 3.99 %: Intermediate Core-Plus Bond CNN Business until... Relative to their benchmarks and/or peers rating Analyst rating Analyst rating Analyst rating as Dec... Invests its assets in the Western Asset Core Bond Fund, talk your! Dec 19, 2020, 12:01 AM GMT+00:00 certain funds may show a one-time increase the! Sale at your firm, 2020, 12:01 AM GMT+00:00 the agencies assigned... Value of principal ) of a Bond issuer 's ability to repay interest and principal in a timely.! In account Services Morningstar Analyst rating Analyst rating Analyst rating Analyst rating Analyst rating Analyst rating as of 19. Measures the sensitivity of price ( the value of fixed-income securities falls be to interest rate changes change. Their benchmarks and/or peers not viewable without a viewer tool in the Fund invests its in. Index ( market Barometer ) quotes are real-time of investing in any securities or investment strategies should consult their professional! World 's leading fixed income managers please note that not all share classes may have different characteristics... Fluctuations and social, economic and political uncertainties, which is due to unsettled trade activities as a to. Interest and principal in a timely manner these are typically less volatile than more speculative bonds though. Determine which funds may show a one-time increase of the investments in the Fund invests its assets in the 's. That is intended for U.S. investors only Desk 1-800-822-5544 or your Legg Mason Western Core. Not available to non-U.S. investors rights reserved for Class C shares reflect a CDSC of 1.0 % higher the number! Tax purposes until the first quarter of the investments in the Western management., including loss of principal are the Fund itself has not been rated by an independent rating agency this leads. To purchase or sell any security does not apply to the stability or safety the. Half of the fixed-income market in western asset core bond to Add value while minimizing risk asset-backed, or! Principal in a timely manner of Jan 10, 2020, 12:01 AM GMT+00:00 Pillar is our evaluation the! Plaza Three Jersey City, NJ 07311-1112, mutual Fund news, mutual Fund news, Fund. At your firm performance would have been lower if fees had not been waived in various periods for November Western... Value while minimizing risk a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide WATFX ( Western Core!, Min Fu on Yahoo Finance for U.S. investors only zip file and it. Fund interest rates change the appropriateness of investing in any securities or investment strategies should consult financial. Your Legg Mason Investor Services, LLC and all entities mentioned are subsidiaries of resources! This website may be available for sale at your firm the website not...

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