Morningstar

Western Asset Corporate Bond Fund Class C LWBOX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $10.16  /  +0.20 %
  • Fund Size $458.9M
  • Adjusted Expense Ratio 1.570%
  • Net Expense Ratio 1.570%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Corporate Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 4.38%
  • Average Effective Duration 6.35 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis LWBOX

Will LWBOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LWBOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LWBOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LWBOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Western Asset Corporate Bond C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LWBOX

More LWBOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs Group, Inc. 5.016%

1.08 5M
Corporate

ILFC E-Capital Trust I 6.84%

1.08 5M
Corporate

Western Asset Prem Instl Govtt Rsrv Pref

0.80 4M
Cash and Equivalents

Santander Uk Group Hldgs

0.64 3M
Corporate

AT&T Inc 6.95%

0.62 3M
Corporate

Full House Resorts Inc. 8.25%

0.61 3M
Corporate

United Air Lines, Inc. 4.625%

0.60 3M
Corporate

The Vanguard Group, Inc

0.57 3M
Corporate

Bank Gospodarstwa Krajowego 5.875%

0.56 3M
Government

MidCap Financial Issuer Trust 5.37%

0.56 3M
Corporate

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