4 / 5 Stars
5 4 3 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#42 in Intermediate-Term Bond
U.S. News evaluated 320 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 5.04 percent over the past year, 6.71 percent over the past three years, 7.41 percent over the past five years, and 5.55 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.8%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||7.4%|
|10 Years (Annualized)||5.6%|
The investment seeks to maximize total return. The fund invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, will invest at least 80% of its net assets in debt and fixed income securities. Although the fund may invest in debt and fixed income securities of any maturity, under normal market conditions the target dollar-weighted average effective duration for the fund is expected to range within 20% of the average duration of the domestic bond market as a whole as estimated by the fund's subadviser.
Fees are Average compared to funds in the same category.
Western Asset Core Bond Fund has an expense ratio of 0.52 percent.
Risk is High compared to funds in the same category according to Morningstar.