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WAURX Western Asset Total Return Uncons R

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Fund WAURX Western Asset Total Return Uncons R ISIWX Voya Strategic Income Opportunities W TUIFX Toews Unconstrained Income  
100% 91% 86%
Annual Fees
(1.42% Exp. Ratio)
(0.90% Exp. Ratio)
(1.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$11,570.14 $13,548.27 $11,640.77
Est. savings over 30 yrs +$1,978.13 +$70.63
As of 12/31/16
1 YR RETURN 5.05%
3 YR 2.22%
5 YR 2.79%
10 YR 3.78%
1 YR RETURN 5.38%
3 YR 3.80%
5 YR --
10 YR --
1 YR RETURN 7.89%
3 YR 2.94%
5 YR --
10 YR --
The investment seeks to maximize long-term total return. The fund has a flexible investment strategy and will invest in a variety of securities and instruments and use a variety of investment techniques in pursuing its objective. Under normal market conditions, it will invest at least 50% of its net assets in debt and fixed income securities rated at least in the Baa or BBB categories at the time of purchase by one or more NRSROs or unrated securities of comparable quality at the time of purchase. The fund may also enter into various exchange-traded and over-the-counter derivative transactions for both hedging and non-hedging purposes.
The investment seeks total return through income and capital appreciation through all market cycles. The fund invests in fixed-income instruments, including investment-grade securities and below investment-grade securities, commonly referred to as "junk bonds." It generally maintains a dollar-weighted average duration profile between -2 and 6 years. The fund may also invest in floating rate loans, and other floating rate debt instruments.
The investment seeks to provide income and long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund will invest primarily in income-producing securities. Its adviser seeks to achieve the fund's primary investment objective by investing in: (1) exchange traded funds and open-end investment companies ("underlying funds"); (2) derivative instruments; (3) U.S. or foreign fixed-income securities; (4) preferred stocks; and (5) mortgage-related fixed income instruments of varying maturities. The fund is non-diversified.

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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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