WAPAX Mutual Fund

WAPAX Mutual Fund (Western Asset Core Plus Bond Fund Class A) is managed by Franklin Templeton Investments (US) with $550.0M in net assets. WAPAX expense ratio is 0.81%, holding 1328 positions across sectors including Financials, Energy, Communication Services. Inception date: 2012-04-30.

WAPAX performance shows a YTD return of -0.87%. The 1-year return is 2.36% and the 5-year return is -2.24%. WAPAX dividend yield stands at 4.14%, paid monthly.

WAPAX top holdings include Wa Premier Institutional Government Reserves - Premium Shares (9.3%), Fncl 4.5 4.5 07/13/2023 (2.5%), Treasury Note (Otr) 4% Jun 30, 2032 (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 WAPAX holdings, WAPAX sectors, or WAPAX dividends.

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