Western Asset Core Bond Institutional
100 Light Street Baltimore MD 21202
Map
Phone: 888-425-6432
| Category: | Intermediate-Term Bond | | Fund Family: | Western Asset | | Net Assets: | 4.49B | | Year-to-Date Return: | -3.98% | | Yield: | 5.60% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Sep-90 |
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S. Kenneth Leech
Lead Manager since
04-Sep-90 | | | Leech is a chief investment officer of Western Asset Management Company. 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. |
| 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
(29-Aug-08):
| 0.05 | | Last Cap Gain
(24-May-07):
| 0.05 | | Annual Holdings Turnover
| 455.00% | | Average for Category:
| 200.26% |
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| Expense | WATFX | Category
Avg | | Total Expense Ratio: | 0.44%
| 0.98% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$148 | $466 | | 5 Yr Expense Projection*: |
$258 | $718 | | 10 Yr Expense Projection*: |
$579 | $1,428 |
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1.49% Nasdaq 
0.27%
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