Western Asset Inflation Indexed Plus Bd
100 Light Street Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Inflation-Protected Bond | | Fund Family: | Western Asset | | Net Assets: | 402.55M | | Year-to-Date Return: | 10.35% | | Yield: | 0.58% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
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Kenneth S. Leech
Lead Manager since
01-Mar-01 | | | 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 maximum total return, consistent with preservation of capital. The fund invests at least 80% of net assets in inflation-indexed fixed income securities and at least 70% of net assets in U.S. Treasury Inflation Protected Securities. It may also invest up to 30% of assets in securities rated below AAA but at least Baa/BBB. The fund can engage in reverse repurchase agreements and borrow money for temporary or emergency purposes. |
| Last Dividend
(27-Feb-09):
| 0.06 | | Last Cap Gain
(28-May-08):
| 0.20 | | Annual Holdings Turnover
| 74.40% | | Average for Category:
| 229.28% |
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| Expense | WAIIX | Category
Avg | | Total Expense Ratio: | 0.25%
| 0.85% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.09% | | Max Deferred Sales Load: | %
| 2.30% | | 3 Yr Expense Projection*: |
$ 85 | $418 | | 5 Yr Expense Projection*: |
$ 150 | $665 | | 10 Yr Expense Projection*: |
$ 341 | $1,348 |
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