Morningstar

Western Asset Corporate Bond Fund Class C LWBOX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.04  /  −0.10 %
  • Total Assets 461.4M
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.570%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.38%
  • Effective Duration 6.72 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:31 AM GMT+0

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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LWBOX

More LWBOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Goldman Sachs Group, Inc. 5.016%

1.08 5M
Corporate

Western Asset Prem Instl Govtt Rsrv Pref

1.04 5M
Cash and Equivalents

ILFC E-Capital Trust I 6.48%

1.03 5M
Corporate

AT&T Inc 6.95%

0.60 3M
Corporate

The Vanguard Group, Inc

0.59 3M
—

United Air Lines, Inc. 4.625%

0.59 3M
Corporate

U.S. Bancorp. 5.033%

0.55 3M
Corporate

Bank of America Corp. 5.511%

0.55 3M
Corporate

Full House Resorts Inc. 8.25%

0.55 3M
Corporate

Amazon.com, Inc. 5.3%

0.54 3M
Corporate

Sponsor Center