Western Asset Core Plus Bond Fund Class I (WACPX)

$12.41
C Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - U.S. Corporate
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Western Asset Core Plus Bond Fund Class I 4 -0.07 3.93% -0.96% 0.51%
Bond - U.S. Corporate 5 -0.03 6.46% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 4.29% 3.06% 1.22%
Year-to-Date 3.93% 6.46% -2.53%
1 Year 7.34% 11.94% -4.60%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

4%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 4% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.51%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$657

Real cost (fees + lost compounding)

$812

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
85%

Return in excess of styles
(over past year)
-0.53%