LWBOX Mutual Fund

LWBOX Mutual Fund (Western Asset Corporate Bond Fund Class C) is managed by Franklin Templeton Investments (US) with $3.3M in net assets. LWBOX expense ratio is 1.57%, holding 660 positions across sectors including Financials, Communication Services, Materials. Inception date: 2012-08-01.

LWBOX performance shows a YTD return of -1.07%. The 1-year return is 1.96% and the 5-year return is -1.40%. LWBOX dividend yield stands at 3.87%, paid monthly.

LWBOX top holdings include AUD/USD Fwd 20260916 (1.0%), Ilfc E-Capital Trust I Var 12/21/2065 6.2700% (0.9%), United States Treasury Note/Bo 4.0000% Mat 11/15/2035 (0.6%), Bank Of America Corp 5.5180% Mat 10/25/2035 (0.6%), Broadcom Inc 4.75 04/15/2029 (0.6%). Go to all LWBOX holdings, LWBOX sectors, or LWBOX dividends.

LWBOX can be compared against other funds. Use LWBOX overlap to find shared positions, or LWBOX vs another fund for a side-by-side view. LWBOX alternatives are available via the screener, along with tax-loss harvesting opportunities.