WAPIX – Western Asset Core Bond FI Investment Strategy | Morningstar

Morningstar

Strategy

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. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WAPIX	Western Asset Core Bond Fund Class FI	No Load	Open			Jul 22, 1999	$16.45M	0.800%	High	$0	−$3.04M
WATFX	Western Asset Core Bond Fund Class I	Institutional	Open			Sep 4, 1990	$728.55M	0.430%	Below Average	$1M	−$221.33M
WACSX	Western Asset Core Bond Fund Class IS	Institutional	Open			Aug 29, 2008	$381.62M	0.420%	Below Average	$1M	−$139.06M
WABAX	Western Asset Core Bond Fund Class A	Front Load	Open			Apr 30, 2012	$348.34M	0.820%	Above Average	$1,000	−$68.07M
WABCX	Western Asset Core Bond Fund Class C	Level Load	Open			Apr 30, 2012	$12.18M	1.540%	Above Average	$1,000	−$5.87M
LWACX	Western Asset Core Bond Fund Class C1	Level Load	Open			Oct 3, 2012	$7,601.00	1.420%	Below Average	$1,000	−$283.44
WABRX	Western Asset Core Bond Fund Class R	Retirement, Medium	Open			Apr 30, 2012	$9.49M	1.140%	High	$0	−$369,424.12

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