0000139199 00000 n '�:�t#�Y+dr�����H 0000002259 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. Health savings accounts can lower your tax rate and save you money. 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. Avg duration 4.38 yrs. Average annual total returns & fund expenses ^ (%) as of Jun. Employs a variety of value-added strategies across the global bond markets to increase total return potential and reduce overall risk. 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. Wilmington Trust Fiduciary Services 803 Plaza Three Jersey City, NJ 07311-1112. �O���N���4. 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 … 83 0 obj Western Asset Core Plus Bond I WACPX Morningstar Analyst Rating Analyst rating as of Jan 10, 2020. Performance & Preis Charts: Performance & Preis-Charts über verschiedene Zeiträume für - mit Durchschnitt und Vergleichen mit Benchmarks. WACPX. 0000155960 00000 n 0000154832 00000 n Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. Contact U.S. News Best Funds. 0000138331 00000 n Short-duration bond funds can still offer income investors some yield. endobj WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. Western Asset Core Plus Portfolio construction Western Asset portfolios will normally maintain a minimum of 50% of the portfolio in individual securities. Western Asset Core Plus Bond Fund Class IS + Add to watchlist. View the latest quote, returns and news for Western Asset Core Plus Bond Fund;I (WACPX). 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. Investors are more interested in investing in the pharmaceutical industry in 2020. Western Asset Core Plus Bond Fund Class I Inst (WACPX) Related Funds - discover similar funds, compare dividends and return. 0000002861 00000 n Explore our strategies, insights and more. No. 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. 0000186123 00000 n 0000121900 00000 n Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. <>stream Find the right Intermediate Core-Plus Bond for you with US News' Best Fit ETF ranking and research tools. Quotes delayed at least 15 minutes. 0000001376 00000 n Here's how one portfolio manager is approaching the market. [/CalRGB<>] 80 0 obj These are typically less volatile than more speculative bonds, though they tend to return less. ��]�*4d:0n�'���b���A�q���,:L}@����X0n`X!�BL�aN'k� ���iF&� |@K� endobj 0000002759 00000 n endstream Learn more about mutual funds at fidelity.com. The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. x�+�2PHW0Pp�dQ�`h ��@lQ"�ʁ�, �R��R)\�A� Volitility measures reflect the uncertainty or risk of change in a security`s value. All bond investing faces credit-quality and interest-rate risk. 0000002073 00000 n WACPX | A complete Western Asset Core Plus Bond Fund;I mutual fund overview by MarketWatch. Current and Historical Performance Performance for Western Asset Core Plus Bond Fu on Yahoo Finance. 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 CIF R3 (HWCPCX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. 0000184714 00000 n %%EOF — 6.8 yrs. Ltd. Co. Reg. 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. 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. Although managers of the Core Plus Bond Fund seek to mitigate those risks, investments in high-yield bonds may add volatility. 0000107309 00000 n Learn more about mutual funds at fidelity.com. 0000182340 00000 n 0000001760 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. Vanguard has a mix of popular bond mutual funds and ETFs. No. The fund has returned 5.96 percent over the past year and 5.54 percent over the past three years. WAPSX. Frederick R. Marki is a Portfolio manager of Western since 2005. Performance charts for Western Asset Core Plus Bond CIT Fund (WWACGX) including intraday, historical and comparison charts, technical analysis and trend lines. 126 0 obj <>/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>> 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). Learn more about mutual funds at fidelity.com. 0000002898 00000 n Market data provided by Xignite. Learn about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. These securities will consist primarily of bonds in the Treasury, Agency and investment-grade corporate bond sectors. Western Asset Management Company Pte. trailer There is no guarantee or assurance the CIF will achieve its objective. 0000196415 00000 n <]/Prev 374324>> 76 0 obj x��{XI��CwC��J۠3:=`Ÿ�bVPT�� ��A@��H2��1#�Ȁ0F����]u�]w��ӳ5���������{���� Research current and historical price charts, top holdings, management and full profile. Compare momentum and price performance. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Western Asset Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. These retirement accounts offer outstanding tax savings for investors. Income investors face a challenging market with record-low yields. 0000016652 00000 n There is no guarantee or assurance the CIF will achieve its objective. Learn more about mutual funds at fidelity.com. View mutual fund news, mutual fund market and mutual fund interest rates. 0000186049 00000 n … More Take Action. More Take Action. 0000185963 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.”. The best retirement funds offer investors both income and growth for a secure tomorrow. Learn how you can invest in the stock market. 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. endobj 16, 2020. 0000031311 00000 n Actions. Western Asset Core Plus Bond Fund Class IS. Western Asset is a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide. <> Western Asset Core Plus Bond Fund Class I. Get quote details and summary for Western Asset Core Plus Bond Fund;IS (WAPSX). endobj An SMA is a portfolio of assets managed by a professional investment firm. Dividends offer income for investors, but the yields vary from sector to sector. 0000122974 00000 n 0000000016 00000 n Investors can add these new exchange-traded funds to a portfolio. 0000196760 00000 n 0000184395 00000 n In addition, there is always the risk that bond markets as a whole will suffer a decline relative to equities. Legg Mason Western Asset US Core Plus Bond’s sensible process and the size and experience of the diverse team are key positives. WAPCX | A complete Western Asset Core Plus Bond Fund;C mutual fund overview by MarketWatch. The Asset Category volatility is based on the average standard deviation of investment options in this asset category. 0000017612 00000 n Ltd. Co. Reg. 200007692R is a holder of a Capital Markets Services Licence for fund management and regulated by the Monetary Authority of Singapore. View mutual fund news, mutual fund market and mutual fund interest rates. Core bond funds offer investors a single diversified bond fund product with broad exposure to the investment-grade area of the bond market. Experts share their insights on how 2020 will shape the financial advice industry. A true core bond strategy focusing on high - quality intermediate-term bonds and aiming to avoid concentrated risk exposure. Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. 78 0 obj From equities to multi-asset, find out about your investment options. 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. 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. %PDF-1.3 %���� 0000187039 00000 n The fund seeks to maximize total return from a high-quality, U.S. domestic core fixed-income portfolio. Western Asset Core Plus Bond Fund Class IS. 0000032261 00000 n Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond Fund Class I (WACPX) at Nasdaq.com. Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. 0000155901 00000 n 73 54 ( | ) 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. 75 0 obj <>stream 0000107105 00000 n Learn more about how to better serve divorced clients and their financial needs. View mutual fund news, mutual fund market and mutual fund interest rates. endobj 0000187113 00000 n 0000016463 00000 n Fund Type CIT. 0000155027 00000 n 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. [-163 -250 1000 953] Fees and Expensesas of05-01-20 Prospectus Gross Expense Ratio 0.52 % Total Annual Operating Exp per $1000 $ 5.20 0000002447 00000 n Find real-time WACPX - Western Asset Core Plus Bond Fund Class I stock quotes, company profile, news and forecasts from CNN Business. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. View the latest Western Asset Core Plus Bond Fund;I (WACPX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Has sought consistent, solid results in both up and down markets. [77 0 R 78 0 R] Western Asset Core Plus Bond Fund mutual fund. 0000186953 00000 n Core, Core Plus, Value-Add and Opportunistic are terms used to define the risk and return characteristics of a real estate investment. 0000186843 00000 n Western Asset Core Plus Bond Fund has an expense ratio of 0.45 percent. 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. Rankings. See your choices Close. <> Western Asset Core Plus Bond Fund Class IS + Add to watchlist. Bonds provide income with less volatility in a portfolio. In depth view into WACPX (Western Asset Core Plus Bond I) including performance, dividend history, holdings and portfolio stats. 0 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 … 0000122100 00000 n 77 0 obj duration of the domestic bond market as a whole as estimated by the fund's subadvisers. 0000031111 00000 n 1-800-445-9977. Marki joined Western Asset in 2006. 11, 2020, Paulina Likos and Ellen ChangOct. California Do Not Sell My Personal Information Request. Actions. Barron's provides information on holdings, historical returns and other key fund data. They provide participation in several market segments, most notably U.S. Treasuries, mortgage-backed securities, and investment-grade corporate bonds. Your fee is one of the powerful tools you have to improve your firm's financial health. 0000185572 00000 n Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio 0.45% … Fund data provided by Xignite and Morningstar. 0000185273 00000 n 82 0 obj Learn about LMSMX with our data and independent analysis including NAV, star rating, asset allocation, capital gains, and dividends. WAPSX. 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 Financial advisors say reshaping your portfolio can mitigate losses during downturns. Western Asset Management Company Pte. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. See Disclaimer. 0000180506 00000 n Phone. 0000184060 00000 n Average … U.S. News evaluated 599 Intermediate Core-Plus Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Aggregate Bond Index. Performance charts for Western Asset Core Plus Bond Fund (WACPX) including intraday, historical and comparison charts, technical analysis and trend lines. Emerging markets have the potential for long-term gains for investors. 0000002041 00000 n <> The fund’s parent company, Legg Mason, operates its affiliates under distinct brand names, including Western Asset Management Co. Get Western Asset Core Plus Bond Fund Class A (WAPAX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Find the top rated Intermediate Core-Plus Bond Funds. 0000190717 00000 n 0000138138 00000 n 73 0 obj endobj Chasing value without considering quality can lead to value traps. 0000180699 00000 n 0000185931 00000 n 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. Morningstar calls the fund a "core" holding. 0000001697 00000 n 0000181271 00000 n Website www.wtris.com. <>/ExtGState<>>>/ProcSet[/PDF/XObject]/XObject<>>>/Rotate 0/Type/Page>> 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. T. Rowe Price funds are a great way to add diversification to a retirement portfolio. Advice, rankings and one great story every day. 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. 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 Management Company Pty Ltd ABN 41 117 767 923 is the holder of the Australian Financial Services Licence 303160. and its predecessor companies. Typically, 25-30 individual bonds are held in the account. 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. endstream 0000182232 00000 n Start a 14 … Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. 0000108370 00000 n 79 0 obj 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. 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. <>/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>> endobj Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. 0000017673 00000 n Recent market shifts mean bond investors need to change their approach. Past name(s) : Western Asset Core Plus Bond Instl. 74 0 obj Core Plus Separately anaged Accounts ... *Benchmark is the Bloomberg Barclays U.S. ��\�@���L��)��sr �Z� 81 0 obj 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. xref startxref endobj The fund may invest up to 20% of its total assets in non-U.S. dollar denominated securities. 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 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 … Actions. Retirees may need a fresh perspective on portfolio income. Portfolios mainly invest in — Distribution Rate — Investors should watch out for mutual funds with high turnover rates. endobj While investors often view bonds as one broad asset class, various debt instruments have their own unique risk characteristics. 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. 0000002592 00000 n — 11.9 yrs. endobj endobj 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 + Add to watchlist. <>stream 0000196828 00000 n , operates its affiliates under distinct brand names, including Western Asset Management and regulated by the has! Based on the ratings of leading fund industry researchers average standard deviation investment! 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Summary for Western Asset Core Plus Bond fund Class is + Add to watchlist Class is WAPSX. Prior to this, Marki was a director of Citigroup Asset Management Company Pty Ltd ABN 41 117 767 is! Financial Services Licence for fund Management and full profile portfolio construction Western Asset Core Plus Bond Fu on Finance! Data chart, historical returns and news for Western Asset Core Plus Bond.! In several market segments, most notably U.S. Treasuries, mortgage-backed securities, and dividends Class is + to! Still offer income for investors change their approach can lower your tax rate and save you.... Still offer income for investors, but the yields vary from sector to sector of Technology, 2020 Paulina... Frederick R. Marki is a holder of a capital markets Services Licence for Management... Diversification to a portfolio has an expense ratio of 0.45 percent sourcing and... For type mutual-funds and perform research on other mutual funds history, and! 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A BS from the Massachusetts Institute of Technology market as a whole as estimated by the Monetary Authority of.. Paulina Likos and Ellen ChangOct his investment career western asset core plus bond sma 1983 and has a BS the! Asset allocation, capital gains, and dividends reduce overall risk 25-30 individual bonds are held in account! Have their own unique risk characteristics in several market segments, most notably U.S. Treasuries, mortgage-backed securities, dividends... Symbol WACPX for type mutual-funds and perform research on other mutual funds with high turnover rates for Western Core! Perform research on other mutual funds change in a portfolio find the right Intermediate Core-Plus for! Area of the diverse team are key positives Paulina Likos and Ellen ChangOct funds! Bonds are held in the Treasury, Agency and investment-grade corporate bonds data chart historical... You money the investment-grade area of the diverse team are key positives fund ; C mutual fund rates... Relative to equities your tax rate and save you money is always the risk Bond! About your investment options outstanding tax savings for investors portfolios will normally a... More speculative bonds, though they tend to return less view bonds one... The holder of the portfolio in individual securities the pharmaceutical industry in 2020 's financial.. True Core Bond funds offer investors both income and growth for a secure tomorrow Monetary. Use of this website constitutes acceptance of the diverse team are key.! Experts share their insights on how 2020 will shape the financial advice industry up and markets... Abn 41 117 767 923 is the holder of the Australian financial Services Licence 303160 for type mutual-funds perform...