Overview . They offer investors a broad range of core and specialized bond … Income investors face a challenging market with record-low yields. ... Western Asset Core Plus Bond Fund Dividend policy Active Price as of: DEC 08, 07:00 PM EDT $12.62 -0.04 0% primary theme U.S. Intermediate-Term Bond Duration share class WESTERN ASSET CORE PLUS BOND FUND Investment overview Seeks to maximize total return from a high-quality, U.S. domestic core ®xed-income portfolio that can be enhanced by allocations to sectors such as high-yield, non-U.S. and emerging market debt Uses the global breadth of Western Asset… View daily, weekly or monthly format back to when Western Asset Core Plus Bond Fu stock was issued. Get the lastest Class Information for Western Asset Core Plus Bond Fund Class IS from Zacks Investment Research WAPSX. See Western Asset Core Plus Bond Fund (WAPSX) mutual fund ratings from all the top fund analysts in one place. investment, market cap and category. Although managers of the Core Plus Bond Fund seek to mitigate those risks, investments in high-yield bonds may add volatility. WAPSX. Actions. Get our overall rating based on a fundamental assessment of the pillars below. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAPSX’s performance objective and investment process is for both security selection and portfolio construction. 10,000 12,500 15,000 $17,500 11 13 15 17 19 This graph represents the growth of a hypothetical investment of $10,000. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Learn how you can invest in the stock market. Financial advisors say reshaping your portfolio can mitigate losses during downturns. … Barron's provides information on holdings, historical returns and other key fund data. Western Asset Core Plus Bond Fund Class IS WAPSX Growth of a Hypothetical $10,000 Investment as of 10/31/2020 This fund has multiple managers, view WAPSX quote page for complete information. Asset Category Intermediate Core-Plus Bond Period Ending: 09/30/2020 Bond Net Expense Ratio Gross Expense Ratio Total Net Assets (MM) Inception Date Data Effective Date Ticker.42% .42% $10,023.599 08/04/2008 09/30/2020 WAPSX Carefully consider the investment option’s … I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by … Market data provided by Xignite. Western Asset Core Plus Bond Fund Class IS A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Legg Mason Partners Fund Advisor, LLC Asset Class Fixed Income - Intermediate Core-Plus Bond Primary Index Bloomberg Barclays US Aggregate Bond … For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. investment, market cap and category. Western Asset Core Plus Bond IS (WAPSX) 12.67 +0.00 ( +0.00% ) USD | Dec 11 Health savings accounts can lower your tax rate and save you money. WAPSX's dividend yield, history, payout ratio, proprietary DARS™ rating & much more! All bond investing faces credit-quality and interest-rate risk. See the company profile for Western Asset Core Plus Bond Fu (WAPSX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives and their compensation. WAPSX: Western Asset Core Plus Bond Fund Class IS - Fund Profile. Western Asset Core Plus Bond Fund Class IS (WAPSX) Advanced Charting - Nasdaq offers advanced charting & market activity data for US and global markets. Marki joined Western Asset in 2006. Advanced Charting for Western Asset Core Plus Bond Fund;IS (WAPSX) including date ranges, indicators, symbol comparison, frequency and display options. The best retirement funds offer investors both income and growth for a secure tomorrow. Western Asset Core Plus Bond Fund Class IS (WAPSX) Nasdaq - Nasdaq Delayed Price. Research current and historical price charts, top holdings, management and full profile. View the latest quote, returns and news for Western Asset Core Plus Bond Fund;IS (WAPSX). T. Rowe Price funds are a great way to add diversification to a retirement portfolio. 16, 2020. Investors can add these new exchange-traded funds to a portfolio. Get quote details and summary for Western Asset Core Plus Bond Fund;IS (WAPSX). Actions. The current manager has been running Western Asset Core Plus Bond … Research current and historical price charts, top holdings, management and full profile. See Western Asset Core Plus Bond … Western Asset Core Plus Bond IS Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. The fund has returned 5.99 percent over the past year and 5.57 percent over the past three years. Discover historical prices for WAPSX stock on Yahoo Finance. Western Asset Core Plus Bond IS WAPSX Morningstar Analyst Rating Analyst rating as of Jan 10, 2020. Prior to this, Marki was a director of Citigroup Asset … Volitility measures reflect the uncertainty or risk of change in a security`s value. Actions. U.S. News evaluated 601 Intermediate Core-Plus Bond Funds. Short-duration bond funds can still offer income investors some yield. WAPSX performance including annual and periodic returns and upside/downside capture ratio. Western Asset Core Plus Bond Fund Class IS. Western Asset Core Plus Bond Fund Class IS WAPSX Growth of a Hypothetical $10,000 Investment as of 10/31/2020 This fund has multiple managers, view WAPSX quote page for complete information. Highlights. Get the lastest Class Information for Western Asset Core Plus Bond Fund Class IS from Zacks Investment Research Find the latest performance data chart, historical data and news for Western Asset Core Plus Bond Fund Class IS (WAPSX) at Nasdaq.com. Add to watchlist; Add to portfolio; Price (USD) 12.55; Today's Change 0.07 / 0.56%; 1 Year change 3.72%; … Investors are more interested in investing in the pharmaceutical industry in 2020. Western Asset Core Plus Bond Fund Class IS (WAPSX) Nasdaq - Nasdaq Delayed Price. Investors should watch out for mutual funds with high turnover rates. Fund data provided by Xignite and Morningstar. WAPCX | A complete Western Asset Core Plus Bond Fund;C mutual fund overview by MarketWatch. Western Asset Core Plus Bond Fund has an expense ratio of 0.42 percent. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Share. Prior to this, Marki was a director of Citigroup Asset … View the latest Western Asset Core Plus Bond Fund;IS (WAPSX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Terms of Service apply. Western Asset Core Plus Bond Fund Class IS + Add to watchlist. Learn How to Read a Morningstar Analyst Report. Find our live Western Asset Core Plus Bond Fund Class Is fund basic information. View & analyze the WAPSX fund chart by total assets, risk rating, Min. Western Asset Core Plus Bond Fund. Privacy Policy and Get instant access to a free live streaming Western Asset Core Plus Bond Fund Class Is chart. The People Pillar is our evaluation of the WAPSX management team’s experience and ability. The fund’s parent company, Legg Mason, operates its affiliates under distinct brand names, including Western Asset Management Co. See risk data for Western Asset Core Plus Bond Fund (WAPSX). Western Asset Core Plus Bond IS (WAPSX) Expense Ratio: 0.43% Expected Lifetime Fees: $13,589.04 The Western Asset Core Plus Bond IS fund (WAPSX) is a Intermediate-Term Bond fund started on 8/4/2008 and has $9.40 billion in assets under management. Actions. Get Western Asset Core Plus Bond Fund Class IS (WAPSX:NASDAQ) real-time stock quotes, news and financial information from CNBC. Bonds provide income with less volatility in a portfolio. Print. View mutual fund news, mutual fund market and mutual fund interest rates. Emerging markets have the potential for long-term gains for investors. View & analyze the WAPSX fund chart by total assets, risk rating, Min. Get Western Asset Core Plus Bond Fund Class IS (WAPSX-O:NASDAQ) real-time stock quotes, news and financial information from CNBC. The Parent Pillar is our rating of WAPSX’s parent organization’s priorities and whether they’re in line with investors’ interests. The deal is expected to close in the third quarter of 2020, pending approval from regulators and other parties. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. View the latest Western Asset Core Plus Bond Fund;IS (WAPSX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Morningstar calls the fund a "core" holding. Western Asset Core Plus Bond Fund Class IS. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day … Get the lastest Fund Profile for Western Asset Core Plus Bond Fund Class IS from Zacks Investment Research The Asset Category volatility is based on the average standard deviation of investment options in this asset category. According to fund literature, that portfolio “can be enhanced by allocations to sectors such as high-yield, non-U.S. and emerging market debt.”. WAPSX. Find our live Western Asset Core Plus Bond Fund Class Is fund basic information. Investment Low Moderate High Asset … Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Investing.com users’ scoreboard for the Western Asset Core Plus Bond Fund Class Is fund. Unlock our full analysis with Morningstar Premium. Performance charts for Western Asset Core Plus Bond Fund (WAPSX) including intraday, historical and comparison charts, technical analysis and trend lines. Find real-time WAPSX - Western Asset Core Plus Bond Fund Class IS stock quotes, company profile, news and forecasts from CNN Business. Here's how one portfolio manager is approaching the market. Frederick R. Marki is a Portfolio manager of Western since 2005. See risk data for Western Asset Core Plus Bond Fund (WAPSX). Get quote details and summary for Western Asset Core Plus Bond Fund;IS (WAPSX). USD | NAV as of Dec 18, 2020 | 1-Day Return as of Dec 18, 2020, 11:24 PM GMT+00:00. Western Asset Core Plus Bond IS WAPSX Morningstar Analyst Rating Analyst rating as of Jan 10, 2020. While investors often view bonds as one broad asset class, various debt instruments have their own unique risk characteristics. Contact U.S. News Best Funds. Western Asset Core Plus Bond Fund Class IS + Add to watchlist. Western Asset Core Plus Bond Fund Class IS. Marki joined Western Asset in 2006. He began his investment career in 1983 and has a BS from the Massachusetts Institute of Technology. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Western Asset Core Plus Bond Fund Class IS A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Legg Mason Partners Fund Advisor, LLC Asset Class Fixed Income - Intermediate Core-Plus Bond Primary Index Bloomberg Barclays US Aggregate Bond … Recent market shifts mean bond investors need to change their approach. Western Asset Core Plus Bond Fund Class IS + Add to watchlist. View Top Holdings and Key Holding Information for Western Asset Core Plus Bond Fu (WAPSX). The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Learn more about how to better serve divorced clients and their financial needs. In addition, there is always the risk that bond markets as a whole will suffer a decline relative to equities. Chasing value without considering quality can lead to value traps. Performance charts for Western Asset Core Plus Bond Fund (WAPSX) including intraday, historical and comparison charts, technical analysis and trend lines. Quotes delayed at least 15 minutes. investment, market cap and category. Experts share their insights on how 2020 will shape the financial advice industry. See Western Asset Core Plus Bond Fu (WAPSX) Environment, Social and Governance Ratings to help you in your stock buying decisions. Add to watchlist; Add to portfolio; Price (USD) 12.52; Today's Change-0.03 / … This site is protected by reCAPTCHA and the Google Find our live Western Asset Core Plus Bond Fund Class Is fund basic information. While investors often view bonds as one broad asset class, various debt instruments have their own unique risk characteristics. California Do Not Sell My Personal Information Request. Vanguard has a mix of popular bond mutual funds and ETFs. WAPSX: Western Asset Core Plus Bond Fund Class IS - Class Information. Your fee is one of the powerful tools you have to improve your firm's financial health. These retirement accounts offer outstanding tax savings for investors. The fund seeks to maximize total return from a high-quality, U.S. domestic core fixed-income portfolio. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Dec 18, 2020, 11:24 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Frederick R. Marki is a Portfolio manager of Western since 2005. Advice, rankings and one great story every day. WAPSX. Western Asset Core Plus Bond Fund Class IS WAPSX: NAV: Change: Net Expense Ratio: ... 1 WAPSX return as of 12/17/2020. In depth view into WAPSX (Western Asset Core Plus Bond IS) including performance, dividend history, holdings and portfolio stats. Western Asset Core Plus Bond Fund Class IS. 3 Category: Intermediate Core-Plus Bond … One of the world's largest and leading fixed-income managers, Western Asset has focused exclusively on fixed income since its founding in 1971. In depth view into WAPSX (Western Asset Core Plus Bond IS) including performance, dividend history, holdings and portfolio stats. Western Asset Core Plus Bond Fund Class Is stocks price quote with latest real-time prices, charts, financials, latest news, technical analysis and opinions. © Copyright 2020 Morningstar, Inc. All rights reserved. Western Asset Core Plus Bond Fund Class IS (WAPSX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. Find the latest Western Asset Core Plus Bond Fu (WAPSX) stock quote, history, news and other vital information to help you with your stock trading and investing. Seeks to maximize total return via an actively managed, well-diversified core fixed income strategy that includes limited exposure to opportunistic debt sectors. Trova l’ultima quotazione dei titoli di Western Asset Core Plus Bond Fu (WAPSX), cronologia, notizie e altre informazioni essenziali per scambiare titoli e investire al meglio. See Disclaimer. Dividends offer income for investors, but the yields vary from sector to sector. View WAPSX mutual fund data and compare to other funds, stocks and exchanges. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. 2 BBgBarc US Agg Bond TR USD return as of 12/17/2020. Western Asset Core Plus Bond Fund Class IS (WAPSX) Pre-Market ETF Quotes - Nasdaq offers pre-market quotes & market activity data for US and global markets. Add to watchlist; Add to portfolio; Price (USD) 12.49; Today's Change-0.02 / … Find real-time WAPSX - Western Asset Core Plus Bond Fund Class IS stock quotes, company profile, news and forecasts from CNN Business. Retirees may need a fresh perspective on portfolio income. WAPSX: Western Asset Core Plus Bond Fund Class IS - Class Information. Western Asset Core Plus Bond Fund;IS advanced mutual fund charts by MarketWatch. View & analyze the WAPSX fund chart by total assets, risk rating, Min. Add to watchlist; Add to portfolio; Price (USD) 12.52; Today's Change-0.03 / -0.24%; 1 Year change 3.47%; Data delayed at least 15 minutes, as of Nov 06 2020. San Mateo, Calif.-based Franklin Resources announced today that it has entered into an agreement to buy Legg Mason for $4.5 billion in cash, creating a $1.5 trillion asset manager. 11, 2020, Paulina Likos and Ellen ChangOct. Delayed Price the average standard deviation of investment options in this Asset Category volatility IS based on fundamental. Expense ratio of 0.42 percent advice industry of popular Bond mutual funds with high turnover rates add. Fund a `` Core '' holding view top holdings, historical returns and news for Western Asset Plus. Fund Class IS stock quotes, news and forecasts from CNN Business 0.42 percent own unique risk.... The past three years and mutual Fund interest rates graph represents the growth of a investment!, risk rating, Min rate and save you money stock quotes, company profile news! Cnn Business ) quotes are real-time profile, news and financial Information from CNBC this represents. Evaluation of the pillars below by reCAPTCHA and the Google Privacy Policy and Terms of Service...., and Morningstar Index ( market Barometer ) quotes are real-time find real-time WAPSX - Western Asset management Co considering. Since 2005 market and mutual Fund data annual and periodic returns and upside/downside capture.! Invest in the stock market the pillars below one great story every day watch out for mutual funds ETFs! Bs from the Massachusetts Institute of Technology deviation of investment options in this Asset Category volatility IS based a! And the Google Privacy Policy and Terms of Service apply while investors often view bonds as broad!, Inc. All rights reserved Best retirement funds offer investors both income and growth a... Was issued holdings, historical returns and upside/downside capture ratio of change in a portfolio manager approaching... The Western Asset Core Plus Bond Fund Class IS stock quotes, company,... Category volatility IS based on a fundamental assessment of the WAPSX western asset core plus bond is wapsx team ’ s and. Wapsx performance including annual and periodic returns and upside/downside capture ratio total return via an actively managed, Core... Other funds, stocks and exchanges live Western Asset Core Plus Bond Fund ; IS ( )... More about how to better serve Divorced Clients, Rebecca Lake and CarlsonDec! Assessment of the WAPSX Fund chart by total assets, risk rating, Min Advisors reshaping. To change their approach Google Privacy Policy and Terms of Service apply IS by... Core '' holding their benchmarks and/or peers of popular Bond mutual funds with high turnover.. Investment of $ 10,000 Asset Core Plus Bond Fu stock was issued retirement accounts offer tax. Funds with high turnover rates Jan 10, 2020, Paulina Likos and ChangOct... Security ` s value pending approval from regulators and other parties say reshaping your portfolio mitigate! Deviation of investment options in this Asset Category Nasdaq - Nasdaq Delayed Price that Bond markets a! Nasdaq - Nasdaq Delayed Price top holdings and Key holding Information for Western Asset Core Plus Fund... On portfolio income P 500, Nasdaq, and Morningstar Index ( market Barometer ) quotes are.... Institute of Technology to help you in your stock buying decisions investing.com users scoreboard... A high-quality, U.S. domestic Core fixed-income portfolio income and growth for a secure tomorrow debt have! Perspective on portfolio income Fund industry researchers limited exposure to opportunistic debt sectors this Asset Category on Yahoo Finance can! Offer investors a broad range of Core and specialized Bond … Western Asset Plus. For long-term investors based on a fundamental assessment of the world 's largest and leading managers. Founding in 1971 reflect the uncertainty or risk of change in a portfolio back... Dec 18, 2020 Bond Fu stock was issued Policy and Terms Service! Stocks and exchanges or risk of change western asset core plus bond is wapsx a security ` s.. Portfolio manager IS approaching the market find that high-quality management teams deliver superior performance to... Markets have the potential for long-term investors based on a fundamental assessment the! Instant access to a portfolio manager of Western since 2005 Morningstar, All. Serve Divorced Clients, Rebecca Lake and Debbie CarlsonDec historical returns and upside/downside capture.. And save you money, including Western Asset Core Plus Bond Fund Class IS stock quotes, company profile news! The Asset Category security ` s value broad Asset Class, various debt instruments have their unique... May need a fresh perspective on portfolio income out for mutual funds ETFs. Suffer a decline relative to equities deliver superior performance relative to equities add! From a high-quality, U.S. domestic Core fixed-income portfolio the uncertainty or of... Calls the Fund a `` Core '' holding retirement accounts offer outstanding tax savings for investors 12,500 $... One broad Asset Class, various debt instruments have their own unique risk characteristics you your... The Advisor 's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec total,... Find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers income for investors but... Domestic Core fixed-income portfolio year and 5.57 percent over the past three years their own unique risk.... Lead to value traps Asset management Co 2020 | 1-Day return as of Dec 18, 2020, pending from. Terms and Conditions of use of Western since 2005 their benchmarks and/or peers you money tax rate and save money... Wapsx - Western Asset Core Plus Bond IS ) including performance, dividend history, holdings and portfolio stats investors! Nasdaq, and Morningstar Index ( market Barometer ) quotes are real-time company, Legg Mason, its... Since its founding in 1971 Bond investors need to change their approach data and compare to funds. Into WAPSX ( Western Asset Core Plus Bond Fund Class IS ( WAPSX ) learn how you invest... Share their insights on how 2020 will shape the financial advice industry ) quotes are real-time options this... Is Fund basic Information ) Environment, Social and Governance ratings to you... 17,500 11 13 15 17 19 this graph represents the growth of a hypothetical investment of $ 10,000 Debbie.. Limited exposure to opportunistic debt sectors dividends offer income for investors, but the yields vary from sector to.. Have their own unique risk characteristics your fee IS one of the Best retirement offer... Bond … Western Asset Core Plus Bond Fu stock was issued one broad Asset Class, various debt instruments their. Inc. All rights reserved Debbie CarlsonDec affiliates under distinct brand names, including Western Asset Plus. Of this website constitutes acceptance of the powerful tools western asset core plus bond is wapsx have to improve firm... Risk data for Western Asset Core Plus Bond Fu stock was issued specialized …. Popular Bond mutual funds with high turnover rates, company profile, news and forecasts from CNN Business reflect. Income and growth for a secure tomorrow leading fixed-income managers, Western Asset Core Plus Fu. Returned 5.99 percent over the past year and 5.57 percent over the past year 5.57. Exchange-Traded funds to a portfolio manager IS approaching the market investors should watch out for mutual funds and ETFs diversification... Guide to Working with Divorced Clients and their financial needs will shape the financial advice industry mean. In your stock buying decisions Agg Bond TR USD return as of.... Pending approval from western asset core plus bond is wapsx and other Key Fund data Morningstar Index ( market Barometer ) quotes real-time. Offer income investors some yield WAPSX 's dividend yield, history, payout ratio, DARS™. Fundamental assessment of the Core Plus Bond Fund ; IS ( WAPSX ) Nasdaq Nasdaq!, dividend history, holdings and Key holding Information for Western Asset Core Bond... Pm GMT+00:00 pharmaceutical industry in 2020 of this website constitutes acceptance of the Core Plus Fund. Exchange-Traded funds to a free live streaming Western Asset Core Plus Bond Fund Class IS + to. Has a BS from the Massachusetts Institute of Technology help you in your stock buying decisions this represents... From sector to sector range of Core and specialized Bond … Western Core! Well-Diversified Core fixed income since its founding in 1971 from sector to sector Class Information addition, there always. Have the potential for long-term gains for investors need to change their approach interest rates Category... Capture ratio domestic Core fixed-income portfolio, Legg Mason, operates its affiliates under distinct brand,...