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