Western asset core plus.

Western Asset Core Plus Bond Fund as of September 30, 2023 Sector Allocation (% of Total) Fund Investment-Grade Credit 34.70 Agency Mortgage-Backed Securities 34.65 Commercial Mortgage-Backed Securities 7.04 EM Local Currency 5.71 Non-Agency MBS 5.09 Bank Loans 3.46 EM Corporate 3.30 Treasury 2.64 Asset-Backed Securities 2.31 High-Yield Credit 2.12 WACPX. Western Asset Core Plus Bond Fund Class I. $9.69. A. WAPAX. Western Asset Core Plus Bond Fund Class A. $9.68. C.USD5.1 billion, September 30, 2023. Benchmark: Bloomberg Intermediate US Government/Credit USD Unhedged Index. Inception Date: June 30, 1994. Investment Vehicles: Separate Accounts and Commingled Vehicles. For more information, contact your Client Service Executive. or call us at 1-626-844-9400.The Western Asset Core Plus (Global Client) Portfolios consist of investments in individual securities and shares of no-fee UCITS funds advised by Western Asset and its affiliates. The no-fee funds 1 are used by Western Asset to achieve appropriate levels of diversification, as well as provide Non-U.S. resident clients with exposure to sectors ...

Core Plus Bond II Fund (Western Asset Management Company) ... The Core Plus Bond II Fund seeks an active, team-managed investment approach around a long-term, ...Frederick R. Marki is a Portfolio manager of Western since 2005. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. Marki joined Western Asset in 2006. Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. and its predecessor companies.Western Asset Core Plus Bond Fund as of September 30, 2023 Sector Allocation (% of Total) Fund Investment-Grade Credit 34.70 Agency Mortgage-Backed Securities 34.65 Commercial Mortgage-Backed Securities 7.04 EM Local Currency 5.71 Non-Agency MBS 5.09 Bank Loans 3.46 EM Corporate 3.30 Treasury 2.64 Asset-Backed Securities 2.31 High-Yield Credit 2.12

WESTERN ASSET CORE PLUS BOND FUND CLASS A- Performance charts including intraday, historical charts and prices and keydata. Menu icon A vertical stack of three evenly spaced horizontal lines.

Dec 1, 2023 · Fund type. Open Ended Investment Company. Investment style (bonds) Credit Quality: Mid. Interest-Rate Sensitivity: Ext. Morningstar category. Intermediate Core-Plus Bond. Launch date. 04 Aug 2008. Western Asset’s US Core and Core Plus are our flagship strategies, which were created based on the Firm’s long-standing fundamental value investing philosophy. The strategies seek to outperform their relevant benchmarks while approximating benchmark risk. Western Asset Core Plus Bond Fund - Class I . Total Net Assets As of 10/31/2023. $21.29 Billion . Asset Class. Fixed Income . Inception Date. 07/08/1998 . Dividend ...Whether markets are risk-on or risk-off, Western Asset's investment philosophy combines long-term fundamental value with multiple diversified strategies in seeking to meet client's objectives. Western Asset is a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide. Explore our strategies, insights and more.

Gold-rated Western Asset Core Plus Bond WACPX is the largest intermediate core-plus bond fund among the top performers, and its portfolio is reflective of the core-plus category's profile.

A high-level overview of Western Asset Core Plus Bond Fund Class IS (WAPSX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.

Western Asset CIO Ken Leech reflects on the enormous economic impact of COVID-19, and the unprecedented policy response deployed to counteract it. We are encouraged by optimism on both the medical and economic fronts. We maintain that we are amid a highly disinflationary environment and any significant rise in inflation lies well into the future. Factsheet - Western Asset Core Plus Portfolios SMA. Detailed product information, including key portfolio and performance statistics. Literature Code: WCP-FFSM. Next …A high-level overview of Western Asset Core Plus Bond Fund Class IS (WAPSX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.When it comes to fitness, building a strong core is essential. Not only does a strong core help improve your balance and stability, but it also supports proper posture and reduces the risk of injury. If you’re a beginner looking to strength...Core values can include a belief in God, a belief that family is fundamentally important and a belief in honesty. Core values are the fundamental beliefs of a person and are subject to change slightly as a person gets older.

Total Holdings (Short) 91. Portfolio Turnover. 55%. Average Maturity. 13.44 years. Effective Duration. 7.61 years. WACPX has a Diversified Portfolio.Western Asset Prem Instl Govtt Rsrv Pref 2.24. 310,683,789. Cash and Equivalents. ... Intermediate-Term Core Bond Funds ; Intermediate-Term Core-Plus Bond Funds ; Corporate Bond Funds ;Fund Description. Seeks to maximize total return from a high-quality, U.S. domestic core fixed-income portfolio that can be enhanced by allocations to sectors such as high-yield, non-U.S. and emerging market debt. Uses the global breadth of Western Asset's investment platform, fundamental value-oriented investment philosophy and a process that ...Get the latest Western Asset Core Plus Bond Fund Class IS (WAPSX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...Sub-Advisor Western Asset Management Company CUSIP 97183V650 Portfolio Manager(s) Julien Scholnick, CFA John Bellows, PhD, CFA Mark Lindbloom, BS S. Leech, MBA Frederick Marki, BS, CFA Morningstar Category: Intermediate Core-Plus Bond Intermediate-term core-plus bond portfolios invest primarily in investment-grade U.S. …Western Asset is widely known for its global fixed income products. ... US Core & Core Plus Strategies; Western Asset offers a full range of fixed-income products that can be tailored to meet the needs of our clients Learn About Our Strategies. FUNDS. Mortgage REIT. WA Mortgage Capital Corporation; ETF.

9 global offices with 679 employees. With over 50 years of deep experience across the range of fixed-income sectors, Western Asset is recognized as one of the world’s leading fixed-income managers. Western Asset is a globally integrated fixed-income manager, sourcing ideas and investment solutions worldwide. Explore our strategies, insights ...Western Asset Core Plus Bond Fund (IS Platform) An Institutional Select Separate Account Third Quarter 2022 Fund Fact Sheet - Page 2 figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Past performance is no guarantee of future results. Possibility of Contract Charges.

Find latest pricing, performance, portfolio and fund documents for Western Asset Core Plus Bond Fund - WACPX.Get the latest Western Asset Core Plus Bond Fund Class I (WACPX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and ...The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. These are typically less volatile than more speculative bonds, though they tend to return less.domestic core fixed income securities. There is no guarantee that the Fund will achieve its investment objective. Western Asset Core Plus Bond CIT The Fund seeks to maximize total return, consistent with prudent investment management and liquidity needs, by investing to obtain an average weightedSummary of Fund Objective. The Fund's goal is to achieve income and growth of the Fund's value. The Fund will invest in different kinds of higher rated US bonds issued by corporations and governments. The Fund may invest up to 75% of its assets in asset-backed securities, which are bonds that provide the bondholder with regular …Frederick R. Marki is a Portfolio manager of Western since 2005. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. Marki joined Western Asset in 2006. Prior to this, Marki was a director of Citigroup Asset Management and investment officer of the manager. and its predecessor companies.These portfolios use diversified strategies and all investment-grade sectors of the fixed-income market in seeking to add value while minimizing risk. The ...Western Asset Core Plus Portfolios - Net (%) -3.03 -4.07 -5.55 -5.98 -0.39 -22.46 -10.00 : 0.01 : 37.32 : 234.05: Western Asset Core Plus Portfolios - Pure Gross …The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. These are typically less volatile than more speculative bonds, though they tend to return less. To give returns a boost ...

Find latest pricing, performance, portfolio and fund documents for Western Asset Core Plus Bond Fund - WACPX.

Factsheet - Western Asset Core Plus Portfolios SMA. Detailed product information, including key portfolio and performance statistics. Literature Code: WCP-FFSM. Next …

Sep 30, 2023 ... Western Asset Core Bond Fund. Intermediate Core Bond | Class IS. Fund facts. †Risk level. Low. High. Total net assets. ‡Gross expense as of 05/ ...WAPSX | A complete Western Asset Core Plus Bond Fund;IS mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Nov 21, 2023 · Category Intermediate Core-Plus Bond. Credit Quality / Interest Rate Sensitivity Medium / Extensive. Min. Initial Investment 1,000,000. Status Open. TTM Yield 4.64%. Effective Duration 7.61... This is for persons in the US only. Analyze the Fund Western Asset Core Plus Bond Fund Class A having Symbol WAPAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.The Western Asset Core Plus Bond Fund mainly focuses on high-quality bonds. These are typically less volatile than more speculative bonds, though they tend to return less. To give returns a boost ...Western Asset App Download the App Now. INVESTMENT STRATEGIES. Strategies · US Core & Core Plus Strategies. Western Asset offers a full range of fixed-income ...Oct 31, 2023 · WACPX. Western Asset Core Plus Bond Fund - Class I. Total Net Assets As of 10/31/2023. $21.29 Billion. Asset Class. Fixed Income. Inception Date. 07/08/1998. Dividend Frequency. See Western Asset Core Plus Bond Fund (WAPSX) mutual fund ratings from all the top fund analysts in one place. See Western Asset Core Plus Bond Fund performance, holdings, fees, risk and other ...

Western Asset Core Plus Bond CIT Class R-INT 2,648,375 26,551,195 30,112,020 Total Collective Funds 29,793,719 33,364,612 Total Investments - 100% $ 29,793,719 33,364,612 Other Assets and Liabilities, Net - (0.0%) (47,217) Net Assets - 100% $ 33,317,395. The following is a summary of the fair value of the investments in the Fund based on the ...Find the latest Western Asset Core Plus Bond I (WACPX) 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. These are typically less volatile than more speculative bonds, though they tend to return less. To give returns a boost ...WACSX | A complete Western Asset Core Bond Fund;IS mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Instagram:https://instagram. nee nysevanguard short term bond index fundbest signals for tradinglucent stock The Fund's goal is to achieve income and growth of the Fund's value. The Fund will invest in different kinds of higher rated US bonds issued by corporations and governments. The Fund may invest up to 75% of its assets in asset-backed securities, which are bonds that provide the bondholder with regular payments dependent on the …Western Asset Core Plus Bond will be losing one of its longtime managers at the end of 2018, but that doesn't change our views on the fund's prospects. The fund retains its Morningstar Analyst ... watches as an investmentbest solar stock WACSX | A complete Western Asset Core Bond Fund;IS mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.Intermediate Core-Plus Bond. Close Popover. 0.54%. -3.89%. -0.33%. 0.45%. --. 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. Learn more about mutual funds at fidelity.com. bed bath beyond overstock Western Asset Core Plus Bond Fund Class I + Add to watchlist + Add to portfolio. WACPX. Western Asset Core Plus Bond Fund Class I. Actions. Add to watchlist; Add to portfolio; Price (USD) 8.85; Today's Change 0.00 / 0.00%; 1 Year change-4.53%; Data delayed at least 15 minutes, as of Nov 13 2023.West Virginia, Wisconsin, Wyoming. (Up to 600 characters). Please check ... core and core plus funds. Managing through credit cycles with an asset owner's steady ...Nov 13, 2023 · WESTERN ASSET CORE PLUS BOND CL R1- Performance charts including intraday, historical charts and prices and keydata.