Morningstar

Western Asset Inflation Idxd Plus Bd I WAIIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis WAIIX

Will WAIIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WAIIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WAIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WAIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Western Asset Inflation Idxd Plus Bd I's recent fee hike and decreased People Pillar rating result in a drop in this strategy's Morningstar Medalist Rating to Negative from Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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