Western Asset Core Plus Bond Fund Class R (WAPRX)

$9.33
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 R 7 0.06 -2.41% 0.35% 1.15%
Bond - U.S. Corporate 17 0.16 -1.57% - -

* 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 -2.61% -1.94% -0.67%
Year-to-Date -2.41% -1.57% -0.83%
1 Year -1.27% 0.00% -1.27%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

7%

(moderate)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 7% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.15%

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

Total fees paid

$1,436

Real cost (fees + lost compounding)

$1,779

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
95%

Return in excess of styles
(over past year)
-1.62%