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WAPAX Western Asset Core Plus Bond A

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Fund WAPAX Western Asset Core Plus Bond A
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Annual Fees
(0.82% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 7.10%
3 YR 5.14%
5 YR 4.61%
10 YR 5.66%
The investment seeks to maximize total return, consistent with prudent investment management and liquidity needs. The 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. Although the fund may invest in securities of any maturity, it will normally maintain a dollar-weighted average effective duration within 30% of the average duration of the domestic bond market as a whole as estimated by the fund's subadvisers. The fund may invest up to 20% of its total assets in non-U.S. dollar denominated securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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