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Mutual Fund Insights: Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

In-depth Analysis of Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

Mutual fund chart: Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

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See Western Asset Inflation Indexed Plus Bd Fund (WAIIX) performance details as of February 28, 2010

Last Trade: $10.70 on 3/19/2010, Change: -0.01 (-0.09%)

Fund Manager - Stephen A. S. Walsh

Fund Manager Tenure: 9.1 years
Fundmojo Fund Grade: C (Score: 0.59) (What does this score mean?)

Stephen A. S. Walsh is a chief investment officer of Western Asset Management Company since September 2008. Prior to joining Western in 1990, Stephen A. S. Walsh was a portfolio manager at Security Pacific Investment Managers from 1989 to 1991. Prior to that, Stephen A. S. Walsh was a portfolio manager at Atlantic Richfield Company from 1981 to 1988.He has over 27 years of investment experience Get more insights on Stephen A. S. Walsh

What we like about Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

Data for Western Asset Inflation Indexed Plus Bd Fund (WAIIX) as of February 28, 2010

Western Asset Inflation Indexed Plus Bd Fund (WAIIX) management has been with Western Asset Inflation Indexed Plus Bd Fund for 9.1 years
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) has good short-term performance (1-year return 17.36% vs 13.39 % Inflation-Protected Bond category average)
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) has good mid-term performance (3-year return 5.57% vs 4.76 % Inflation-Protected Bond category average)
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) has good Long-term performance (5-year return 4.76% vs 3.90 % Inflation-Protected Bond category average)
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) ratio of up-years vs down years is greater than 2
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) has a Morningstar rating of 4 and above
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) has an annual stock turnover rate of 74.40% vs Inflation-Protected Bond average of 212.89%. It is good that Western Asset Inflation Indexed Plus Bd management does not trade extensively for its return.
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) has a lower management fee than its Inflation-Protected Bond average: 0.25% vs 0.83%
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

Data for Western Asset Inflation Indexed Plus Bd Fund (WAIIX) as of February 28, 2010

Western Asset Inflation Indexed Plus Bd Fund is a focused fund with 54.22% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) is less safe compared to its Inflation-Protected Bond peers
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) does not have a good risk adjusted return as its 3-year Alpha of -3.57 is worse than category average of -3.44, and its 3-year Sharpe ratio is 0.41
Western Asset Inflation Indexed Plus Bd Fund (WAIIX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.86 that is higher than category average of 9.16

See Western Asset Inflation Indexed Plus Bd Fund (WAIIX) performance details as of February 28, 2010

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Western Asset Inflation Indexed Plus Bd Fund (WAIIX) Net Asset

Track net asset change of Western Asset Inflation Indexed Plus Bd fund (WAIIX)

Date	Net Asset
02/2010	$476.40M
01/2010	$460.06M
11/2009	$437.54M

More historic net asset information on Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

Western Asset Inflation Indexed Plus Bd Fund (WAIIX) Portfolio Allocation

Track portfolio allocation change of Western Asset Inflation Indexed Plus Bd fund (WAIIX)

Date	Cash	Stock	Bond	Other
09/2009	3.11%	0%	96.61%	0.28%
06/2009	11.3%	0%	87.71%	0.99%
03/2009	1.1%	0%	98.03%	0.86%

Click here to see more historic asset allocation information on Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

Most Recent Top 10 Holdings in Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

Discover what Western Asset Inflation Indexed Plus Bd Fund (WAIIX) manager is buying

30-Sep-09

US Treasury Bond 2% [11.48%]
US Treasury Note 1.625% [7.92%]
US Treasury Bond 3.875% [7.55%]
US TREASURY NOTE [6.49%]
US Treasury Bond 1.75% [6.34%]
US Treasury Note 3% [6.01%]
US Treasury Bond 3.625% [5.8%]
US Treasury Note 1.625% [5.06%]
US Treasury Note [4.99%]
US TREASURY NOTE [4.93%]

30-Jun-09

US Treasury Bond 2% [11.1%]
US Treasury Note 1.625% [8.71%]
US Treasury Bond 3.875% [7.33%]
US TREASURY NOTE [6.26%]
US Treasury Bond 1.75% [6.16%]
US Treasury Note 3% [5.9%]
US Treasury Bond 3.625% [5.62%]
US Treasury Note 3.5% [5.02%]
US Treasury Note 1.625% [4.89%]
US Treasury Note [4.81%]

31-Mar-09

US Treasury Bond 2% [12.12%]
US Treasury Note 1.625% [10.28%]
US Treasury Bond 3.875% [7.7%]
US TREASURY NOTE [7.43%]
US Treasury Bond 1.75% [7.02%]
US Treasury Note [6.62%]
US Treasury Note 0.875% [6.54%]
US Treasury Note 3% [6.41%]
US Treasury Bond 3.625% [6.16%]
US Treasury Note 3.5% [5.3%]

Click here for Stock Holding Change Map in Western Asset Inflation Indexed Plus Bd Fund (WAIIX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.