WAPSX Mutual Fund

WAPSX Mutual Fund (Western Asset Core Plus Bond Fund Class IS) is managed by Franklin Templeton Investments (US) with $824.9M in net assets. WAPSX expense ratio is 0.43%, holding 1177 positions across sectors including Financials, Real Estate, Information Technology. Inception date: 2008-08-04.

WAPSX performance shows a YTD return of -1.50%. The 1-year return is -1.05% and the 5-year return is -1.75%. WAPSX dividend yield stands at 4.60%, paid monthly.

WAPSX top holdings include Wa Premier Institutional Government Reserves - Premium Shares (2.2%), Us Treasury Principal Strip 0.0000% Mat 05/15/2049 (1.3%), Us Tsy 4.25% 08/15/35 (1.2%), Fnma 5% Tba Mbs 30Yr Mat 09/01/2056 (1.1%), Us Treasury N/B 2.8750% Mat 08/15/2045 (1.1%). Go to all WAPSX holdings, WAPSX sectors, or WAPSX dividends.

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