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. Learn more about how to better serve divorced clients and their financial needs. There is no guarantee or assurance the CIF will achieve its objective. 0000182232 00000 n View mutual fund news, mutual fund market and mutual fund interest rates. endobj Get quote details and summary for Western Asset Core Plus Bond Fund;IS (WAPSX). 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. 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 … 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. 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. Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. Western Asset Core Plus Bond CIF R3 (HWCPCX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. 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. 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. Ltd. Co. Reg. Learn more about mutual funds at fidelity.com. All bond investing faces credit-quality and interest-rate risk. WACPX. From equities to multi-asset, find out about your investment options. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Compare momentum and price performance. 0000002861 00000 n Western Asset Core Plus Portfolio construction Western Asset portfolios will normally maintain a minimum of 50% of the portfolio in individual securities. 0000186953 00000 n <> Contact U.S. News Best Funds. Western Asset Core Plus Bond Fund mutual fund. Your fee is one of the powerful tools you have to improve your firm's financial health. Fund Type CIT. 0000180506 00000 n They provide participation in several market segments, most notably U.S. Treasuries, mortgage-backed securities, and investment-grade corporate bonds. Actions. 74 0 obj View mutual fund news, mutual fund market and mutual fund interest rates. [/CalRGB<>] 0000185963 00000 n 0000190717 00000 n 83 0 obj Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. 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). Find the right Intermediate Core-Plus Bond for you with US News' Best Fit ETF ranking and research tools. 0000108370 00000 n 82 0 obj Western Asset Core Plus Bond Fund Class I. 79 0 obj Western Asset Core Plus Bond Fund Class IS + Add to watchlist. Avg duration 4.38 yrs. Frederick R. Marki is a Portfolio manager of Western since 2005. Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. The fund has returned 5.96 percent over the past year and 5.54 percent over the past three years. Actions. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Retirees may need a fresh perspective on portfolio income. Income investors face a challenging market with record-low yields. More Take Action. Learn how you can invest in the stock market. 16, 2020. — 6.8 yrs. 0000185931 00000 n endobj [77 0 R 78 0 R] The fund’s parent company, Legg Mason, operates its affiliates under distinct brand names, including Western Asset Management Co. See Disclaimer. The fund may invest up to 20% of its total assets in non-U.S. dollar denominated securities. 0000185273 00000 n 0000016652 00000 n WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. 75 0 obj WAPSX. 0000122974 00000 n The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. 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 … Western Asset Core Plus Bond CIT Address. WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. 0000017673 00000 n x��{XI��CwC��J۠3:=`Ÿ�bVPT�� ��A@��H2��1#�Ȁ0F����]u�]w��ӳ5���������{���� Investors should watch out for mutual funds with high turnover rates. Learn more about mutual funds at fidelity.com. Western Asset Core Plus Bond Fund Class I + Add to watchlist. endobj 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 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. <>stream Western Asset Management Company Pte. Chasing value without considering quality can lead to value traps. 0000031311 00000 n ��\�@���L��)��sr �Z� More Take Action. 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. No. WAPCX | A complete Western Asset Core Plus Bond Fund;C mutual fund overview by MarketWatch. Performance & Preis Charts: Performance & Preis-Charts über verschiedene Zeiträume für - mit Durchschnitt und Vergleichen mit Benchmarks. Western Asset Core Plus Bond Fund Class IS. and its predecessor companies. trailer Quotes delayed at least 15 minutes. Past name(s) : Western Asset Core Plus Bond Instl. Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. Find the top rated Intermediate Core-Plus Bond Funds. <>/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>> WAPSX. 0000155960 00000 n — 11.9 yrs. Typically, 25-30 individual bonds are held in the account. Health savings accounts can lower your tax rate and save you money. Western Asset Core Plus Bond Fund Class IS. Phone. The fund seeks to maximize total return from a high-quality, U.S. domestic core fixed-income portfolio. endobj 0000138138 00000 n 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. 0000001760 00000 n 73 54 endobj 0000138331 00000 n No. In depth view into WACPX (Western Asset Core Plus Bond I) including performance, dividend history, holdings and portfolio stats. 0000196760 00000 n <> A true core bond strategy focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk exposure. xref <]/Prev 374324>> 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). U.S. News evaluated 601 Intermediate Core-Plus Bond Funds. 0000002898 00000 n The Asset Category volatility is based on the average standard deviation of investment options in this asset category. 0000000016 00000 n 0000032261 00000 n Performance charts for Western Asset Core Plus Bond Fund (WACPX) including intraday, historical and comparison charts, technical analysis and trend lines. 0000107309 00000 n Wilmington Trust Fiduciary Services 803 Plaza Three Jersey City, NJ 07311-1112. 0000002592 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 … 0000155901 00000 n 0000187039 00000 n <> Western Asset Management Company Pte. Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio 0.45% … endobj 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. endobj According to fund literature, that portfolio “can be enhanced by allocations to sectors such as high-yield, non-U.S. and emerging market debt.”. In addition, there is always the risk that bond markets as a whole will suffer a decline relative to equities. 0000001697 00000 n Average … Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond CIF R1 (HWCPAX) at Nasdaq.com. 0 <>stream Financial advisors say reshaping your portfolio can mitigate losses during downturns. Western Asset Core Plus Bond Fund Class I Inst (WACPX) Related Funds - discover similar funds, compare dividends and return. Western Asset Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. California Do Not Sell My Personal Information Request. Learn about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. x�+�2PHW0Pp�dQ�`h ��@lQ"�ʁ�, �R��R)\�A� Ltd. Co. Reg. Core, Core Plus, Value-Add and Opportunistic are terms used to define the risk and return characteristics of a real estate investment. Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. View the latest quote, returns and news for Western Asset Core Plus Bond Fund;I (WACPX). 0000107105 00000 n Western Asset Core Plus Bond Fund has an expense ratio of 0.45 percent. Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. 0000031111 00000 n 11, 2020, Paulina Likos and Ellen ChangOct. 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. 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 … %PDF-1.3 %���� 126 0 obj Short-duration bond funds can still offer income investors some yield. 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 … 0000002073 00000 n 0000184060 00000 n Barron's provides information on holdings, historical returns and other key fund data. 0000001376 00000 n 0000182340 00000 n Fees and Expensesas of05-01-20 Prospectus Gross Expense Ratio 0.52 % Total Annual Operating Exp per $1000 $ 5.20 Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. 0000196415 00000 n Emerging markets have the potential for long-term gains for investors. '�:�t#�Y+dr�����H Get Western Asset Core Plus Bond Fund Class A (WAPAX:NASDAQ) real-time stock quotes, news and financial information from CNBC. While investors often view bonds as one broad asset class, various debt instruments have their own unique risk characteristics. Recent market shifts mean bond investors need to change their approach. 0000002259 00000 n T. Rowe Price funds are a great way to add diversification to a retirement portfolio. endobj Portfolios mainly invest in — Distribution Rate — 78 0 obj 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 real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. <>/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>> Western Asset Core Plus Bond Fund Class IS + Add to watchlist. 0000186049 00000 n 0000187113 00000 n startxref endobj Aggregate Bond Index. ( | ) 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. Here's how one portfolio manager is approaching the market. 0000154832 00000 n For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. Rankings. 0000184395 00000 n He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. 73 0 obj 1-800-445-9977. Experts share their insights on how 2020 will shape the financial advice industry. duration of the domestic bond market as a whole as estimated by the fund's subadvisers. Performance charts for Western Asset Core Plus Bond CIT Fund (WWACGX) including intraday, historical and comparison charts, technical analysis and trend lines. Best Fit ETF ranking and research tools total assets in non-U.S. dollar denominated securities year and 5.54 percent the. 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