5 / 5 Stars
5 4 4 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#16 in Intermediate-Term Bond
U.S. News evaluated 280 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 1.16 percent over the past year, 5.06 percent over the past three years, 11.57 percent over the past five years, and 5.87 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.6%|
|3 Years (Annualized)||5.1%|
|5 Years (Annualized)||11.6%|
|10 Years (Annualized)||5.9%|
The investment seeks to maximize total return, consistent with prudent investment management and liquidity needs. 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. It may invest in securities of any maturity, but the fund will normally maintain a dollar-weighted average effective duration within 30% of the average duration of the domestic bond market as a whole as estimated by the fund's subadvisers. The fund may invest up to 20% of its total assets in non-U.S. dollar denominated securities.
Fees are Above Average compared to funds in the same category.
Western Asset Core Plus Bond Fund has an expense ratio of 0.51 percent.
Risk is High compared to funds in the same category according to Morningstar.