Western Asset Core Plus Bond FI
100 Light Street Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Intermediate-Term Bond | | Fund Family: | Western Asset | | Net Assets: | 1.20B | | Year-to-Date Return: | -4.86% | | Yield: | 5.21% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jan-02 |
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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 |
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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. |
| Last Dividend
(31-Jul-08):
| 0.04 | | Last Cap Gain
(24-May-07):
| 0.08 | | Annual Holdings Turnover
| 488.00% | | Average for Category:
| 197.46% |
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| Expense | WACIX | Category
Avg | | Total Expense Ratio: | 0.68%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.18% | | Max Deferred Sales Load: | 0.00%
| 2.70% | | 3 Yr Expense Projection*: |
$243 | $464 | | 5 Yr Expense Projection*: |
$430 | $716 | | 10 Yr Expense Projection*: |
$969 | $1,424 |
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0.11% Nasdaq 
0.36%
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