WACIX Mutual Fund

WACIX Mutual Fund (Western Asset Core Plus Bond Fund Class FI) is managed by Franklin Templeton Investments (US) with $32.1M in net assets. WACIX expense ratio is 0.81%, holding 1328 positions across sectors including Financials, Energy, Communication Services. Inception date: 2002-01-08.

WACIX performance shows a YTD return of -0.88%. The 1-year return is 2.41% and the 5-year return is -2.27%. WACIX dividend yield stands at 4.18%, paid monthly.

WACIX top holdings include Wa Premier Institutional Government Reserves - Premium Shares (9.3%), Umbs Tba (2.5%), Us Treasury N/B 06/32 4 (1.3%), United States Treasury Strip Principal 05/15/2049 (1.2%), Fn 03/52 Fixed Var 03/01/2052 (1.0%). Go to all WACIX holdings, WACIX sectors, or WACIX dividends.

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