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. Find the top rated Intermediate Core-Plus Bond Funds. Marki joined Western Asset in 2006. 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). Short-duration bond funds can still offer income investors some yield. endobj <>/ExtGState<>>>/ProcSet[/PDF/XObject]/XObject<>>>/Rotate 0/Type/Page>> Learn how you can invest in the stock market. Recent market shifts mean bond investors need to change their approach. 0000107105 00000 n While investors often view bonds as one broad asset class, various debt instruments have their own unique risk characteristics. The fund seeks to maximize total return from a high-quality, U.S. domestic core fixed-income portfolio. 0000155960 00000 n View the latest quote, returns and news for Western Asset Core Plus Bond Fund;I (WACPX). <>stream They provide participation in several market segments, most notably U.S. Treasuries, mortgage-backed securities, and investment-grade corporate bonds. 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. 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. 0000017612 00000 n Contact U.S. News Best Funds. 0000154832 00000 n 73 0 obj Core Plus Separately anaged Accounts ... *Benchmark is the Bloomberg Barclays U.S. 0000002861 00000 n 0000196828 00000 n Rankings. Experts share their insights on how 2020 will shape the financial advice industry. 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 about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 0000186953 00000 n 78 0 obj More Take Action. 73 54 0000122100 00000 n No. 0000002759 00000 n ��\�@���L��)��sr �Z� trailer The fund’s parent company, Legg Mason, operates its affiliates under distinct brand names, including Western Asset Management Co. 0000002073 00000 n Western Asset Core Plus Bond Fund Class IS + Add to watchlist. [77 0 R 78 0 R] Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio 0.45% … U.S. News evaluated 599 Intermediate Core-Plus Bond Funds. The fund may invest up to 20% of its total assets in non-U.S. dollar denominated securities. Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. 0000190717 00000 n Advice, rankings and one great story every day. ( | ) endobj Performance charts for Western Asset Core Plus Bond Fund (WACPX) including intraday, historical and comparison charts, technical analysis and trend lines. Core bond funds offer investors a single diversified bond fund product with broad exposure to the investment-grade area of the bond market. More Take Action. — 6.8 yrs. x��{XI��CwC��J۠3:=`Ÿ�bVPT�� ��A@��H2��1#�Ȁ0F����]u�]w��ӳ5���������{���� 0000016652 00000 n 74 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. Get quote details and summary for Western Asset Core Plus Bond Fund;IS (WAPSX). Average annual total returns & fund expenses ^ (%) as of Jun. Get Western Asset Core Plus Bond Fund Class A (WAPAX:NASDAQ) real-time stock quotes, news and financial information from CNBC. 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. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. <> Western Asset Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. 0000184060 00000 n Western Asset Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. Research current and historical price charts, top holdings, management and full profile. Compare momentum and price performance. Learn more about mutual funds at fidelity.com. Performance & Preis Charts: Performance & Preis-Charts über verschiedene Zeiträume für - mit Durchschnitt und Vergleichen mit Benchmarks. endobj Western Asset Core Plus Bond Fund Class I Inst (WACPX) Related Funds - discover similar funds, compare dividends and return. Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. 0000002259 00000 n 83 0 obj %PDF-1.3 %���� 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 I WACPX Morningstar Analyst Rating Analyst rating as of Jan 10, 2020. ��]�*4d:0n�'���b���A�q���,:L}@����X0n`X!�BL�aN'k� ���iF&� |@K� An SMA is a portfolio of assets managed by a professional investment firm. endobj From equities to multi-asset, find out about your investment options. Learn about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. 0000107309 00000 n Western Asset Core Plus Bond Fund Class IS. Learn more about how to better serve divorced clients and their financial needs. Has sought consistent, solid results in both up and down markets. Phone. 0000000016 00000 n 0000184395 00000 n and its predecessor companies. The Asset Category volatility is based on the average standard deviation of investment options in this asset category. '�:�t#�Y+dr�����H 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. 0000122974 00000 n Learn more about mutual funds at fidelity.com. 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 … Vanguard has a mix of popular bond mutual funds and ETFs. Investors should watch out for mutual funds with high turnover rates. WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. 0000182340 00000 n 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. … %%EOF endobj Your fee is one of the powerful tools you have to improve your firm's financial health. U.S. News evaluated 601 Intermediate Core-Plus Bond Funds. 0000181271 00000 n Past name(s) : Western Asset Core Plus Bond Instl. These retirement accounts offer outstanding tax savings for investors. Actions. The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. 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. 0000031111 00000 n 16, 2020. [-163 -250 1000 953] 0000196415 00000 n T. Rowe Price funds are a great way to add diversification to a retirement portfolio. Investors are more interested in investing in the pharmaceutical industry in 2020. — 11.9 yrs. 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. endobj 0000185273 00000 n 126 0 obj Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Portfolios mainly invest in — Distribution Rate — 0000108370 00000 n endobj Western Asset Management Company Pte. Frederick R. Marki is a Portfolio manager of Western since 2005. <>/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>> Bonds provide income with less volatility in a portfolio. x�+�2PHW0Pp�dQ�`h ��@lQ"�ʁ�, �R��R)\�A� View mutual fund news, mutual fund market and mutual fund interest rates. Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. 0000180506 00000 n 0000155901 00000 n 0000032261 00000 n 1-800-445-9977. endstream <> 0000002041 00000 n WAPSX. endobj endobj 0000001760 00000 n These are typically less volatile than more speculative bonds, though they tend to return less. 0000002898 00000 n Health savings accounts can lower your tax rate and save you money. 0000121900 00000 n Employs a variety of value-added strategies across the global bond markets to increase total return potential and reduce overall risk. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. 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 … Performance charts for Western Asset Core Plus Bond CIT Fund (WWACGX) including intraday, historical and comparison charts, technical analysis and trend lines. Investors can add these new exchange-traded funds to a portfolio. 0000002447 00000 n 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. Income investors face a challenging market with record-low yields. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. 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. 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. 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 I + Add to watchlist. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Although managers of the Core Plus Bond Fund seek to mitigate those risks, investments in high-yield bonds may add volatility. 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 … Here's how one portfolio manager is approaching the market. Avg duration 4.38 yrs. Typically, 25-30 individual bonds are held in the account. 0000196760 00000 n WACPX. Volitility measures reflect the uncertainty or risk of change in a security`s value. 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. [/CalRGB<>] Learn more about mutual funds at fidelity.com. Western Asset Core Plus Bond Fund Class IS. See Disclaimer. In addition, there is always the risk that bond markets as a whole will suffer a decline relative to equities. Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. duration of the domestic bond market as a whole as estimated by the fund's subadvisers. 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. California Do Not Sell My Personal Information Request. <]/Prev 374324>> Fees and Expensesas of05-01-20 Prospectus Gross Expense Ratio 0.52 % Total Annual Operating Exp per $1000 $ 5.20 0000187113 00000 n In depth view into WACPX (Western Asset Core Plus Bond I) including performance, dividend history, holdings and portfolio stats. 0000031311 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. 0000139199 00000 n See your choices Close. The fund has returned 5.96 percent over the past year and 5.54 percent over the past three years. 81 0 obj 0000182232 00000 n 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. xref Emerging markets have the potential for long-term gains for investors. 0000138138 00000 n Financial advisors say reshaping your portfolio can mitigate losses during downturns. Find the right Intermediate Core-Plus Bond for you with US News' Best Fit ETF ranking and research tools. Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. Western Asset Core Plus Portfolio construction Western Asset portfolios will normally maintain a minimum of 50% of the portfolio in individual securities. startxref 82 0 obj 80 0 obj Retirees may need a fresh perspective on portfolio income. View mutual fund news, mutual fund market and mutual fund interest rates. 0 WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. <>stream <> 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 CIT Address. endobj View mutual fund news, mutual fund market and mutual fund interest rates. Barron's provides information on holdings, historical returns and other key fund data. 0000185963 00000 n 76 0 obj Fund Type CIT. 0000138331 00000 n 0000017673 00000 n 77 0 obj Actions. 0000187039 00000 n WAPSX. Dividends offer income for investors, but the yields vary from sector to sector. Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond CIF R1 (HWCPAX) at Nasdaq.com. <>stream WAPCX | A complete Western Asset Core Plus Bond Fund;C mutual fund overview by MarketWatch. These securities will consist primarily of bonds in the Treasury, Agency and investment-grade corporate bond sectors. 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 Quotes delayed at least 15 minutes. Ltd. Co. Reg. 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 … Western Asset is a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide. Aggregate Bond Index. 0000185931 00000 n Western Asset Core Plus Bond Fund Class IS + Add to watchlist. 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. All bond investing faces credit-quality and interest-rate risk. <>/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>> A true core bond strategy focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk exposure. Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. Morningstar calls the fund a "core" holding. Learn more about mutual funds at fidelity.com. Wilmington Trust Fiduciary Services 803 Plaza Three Jersey City, NJ 07311-1112. 0000184714 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. 11, 2020, Paulina Likos and Ellen ChangOct. View the latest Western Asset Core Plus Bond Fund;I (WACPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Core, Core Plus, Value-Add and Opportunistic are terms used to define the risk and return characteristics of a real estate investment. 0000186123 00000 n 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. 0000185572 00000 n Western Asset Management Company Pte. 79 0 obj 0000001376 00000 n Fund data provided by Xignite and Morningstar. 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). There is no guarantee or assurance the CIF will achieve its objective. Market data provided by Xignite. 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 … endobj 0000001697 00000 n 75 0 obj Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. Western Asset Core Plus Bond Fund Class I. 0000155027 00000 n �O���N���4. Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. The best retirement funds offer investors both income and growth for a secure tomorrow. Explore our strategies, insights and more. There is no guarantee or assurance the CIF will achieve its objective. Western Asset Core Plus Bond CIF R3 (HWCPCX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. 0000002592 00000 n Chasing value without considering quality can lead to value traps. Ltd. Co. Reg. 0000180699 00000 n 0000016463 00000 n Website www.wtris.com. Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Start a 14 … 0000186843 00000 n Average … Western Asset Core Plus Bond Fund has an expense ratio of 0.45 percent. No. Actions. Western Asset Core Plus Bond Fund mutual fund. 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 … endstream 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.