Western Asset Limited Duration Bond IS
100 Light Street Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Short-Term Bond | | Fund Family: | Western Asset | | Net Assets: | 15.06M | | Year-to-Date Return: | 13.67% | | Yield: | % | | Morningstar Rating: |  | | Fund Inception Date: | 29-Oct-08 |
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Andrea A. Mack
Lead Manager since
01-Oct-03 | | | Mack became a portfolio manager in October 2001. Prior to that, she was a client service executive from July 1998 to June 2001. From June 2001 to October 2001, Mack served as a product development executive. Mack holds the Chartered Financial Analyst designation. |
| 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 1 and 3 years. |
| Last Dividend
(30-Sep-09):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 261.30% | | Average for Category:
| 107.45% |
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| Expense | WALSX | Category
Avg | | Total Expense Ratio: | 0.40%
| 0.91% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 2.64% | | Max Deferred Sales Load: | %
| 2.11% | | 3 Yr Expense Projection*: |
$ 198 | $405 | | 5 Yr Expense Projection*: |
$ 369 | $645 | | 10 Yr Expense Projection*: |
$ 864 | $1,328 |
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1.48% Nasdaq 
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