Western Asset Core Plus Bond IS
100 Light Street Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Intermediate-Term Bond | | Fund Family: | Western Asset | | Net Assets: | 1.68B | | Year-to-Date Return: | 21.70% | | Yield: | 5.19% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Aug-08 |
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Carl Eichstaedt
Lead Manager since
08-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.He has over 22 years of investment experience, Eichstaedt 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 2.5 and 7 years. |
| Last Dividend
(30-Sep-09):
| 0.04 | | Last Cap Gain
(11-Jun-09):
| 0.14 | | Annual Holdings Turnover
| 124.40% | | Average for Category:
| 217.63% |
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| Expense | WAPSX | Category
Avg | | Total Expense Ratio: | 0.44%
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 141 | $459 | | 5 Yr Expense Projection*: |
$ 246 | $706 | | 10 Yr Expense Projection*: |
$ 555 | $1,423 |
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1.90% Nasdaq 
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