Western Asset Core Plus Bond FI
100 Light Street Baltimore MD 21202
Phone: 888-425-6432
| Category: |
Intermediate-Term Bond |
| Fund Family: |
Western Asset |
| Net Assets: |
1.23B |
| Year-to-Date Return: |
2.32% |
| Yield: |
4.93% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
07-Jan-02 |
|
Carl Eichstaedt
Lead Manager since
07-Jul-98 |
|
| Eichstaedt is portfolio manager with Western Asset Management, his employer since 1994. Prior to joining the firm, he was a portfolio manager for Harris Investment Management. He was also a portfolio manager with Pacific Investment Management from 1992-1993. From 1990-1992, he was director of fixed income at Security Pacific Investment Managers. Eichstaedt holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$1,000,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks to maximize total return, consistent with prudent investment management and liquidity needs, by investing to obtain the average duration specified for each portfolio. The fund invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, invests at least 80% of net assets in debt and fixed income securities. |
| Last Dividend
(31-Dec-07):
|
0.04 |
| Last Cap Gain
(24-May-07):
|
0.08 |
| Annual Holdings Turnover
|
449.00% |
| Average for Category:
|
195.37% |
|
| Expense |
WACIX |
Category
Avg |
| Total Expense Ratio: |
0.69%
|
1.01% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
4.17% |
| Max Deferred Sales Load: |
0.00%
|
2.70% |
| 3 Yr Expense Projection*: |
$221 |
$478 |
| 5 Yr Expense Projection*: |
$384 |
$728 |
| 10 Yr Expense Projection*: |
$859 |
$1,448 |
|
|
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