Western Asset Intermediate Bond IS
100 Light Street Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Intermediate-Term Bond | | Fund Family: | Western Asset | | Net Assets: | 62.20M | | Year-to-Date Return: | 15.75% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-08 |
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Kenneth S. Leech
Lead Manager since
01-Jul-94 | | | Leech transitioned into a CIO Emeritus role in September 2008 and joined Western Asset as Chief Investment Officer in 1990. Prior to joining Western in 1990, he was a portfolio manager with Greenwich Capital Markets from 1988 to 1990; the First Boston Corporation from 1980 to 1988; and the National Bank of Detroit from 1977 to 1980.He has over 32 years of investment experience. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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, invests at least 80% of net assets in debt and fixed income securities. It may also invest up to 25% of their respective total assets in the securities of non-U.S. issuers. The duration targets between 2 and 5 years. |
| Last Dividend
(30-Sep-09):
| 0.03 | | Last Cap Gain
(11-Jun-09):
| 0.15 | | Annual Holdings Turnover
| 164.70% | | Average for Category:
| 217.63% |
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| Expense | WABSX | Category
Avg | | Total Expense Ratio: | 0.45%
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 158 | $459 | | 5 Yr Expense Projection*: |
$ 279 | $706 | | 10 Yr Expense Projection*: |
$ 635 | $1,423 |
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