LWBOX Mutual Fund

LWBOX Mutual Fund (Western Asset Corporate Bond Fund Class C) is managed by Franklin Templeton Investments (US) with $2.8M in net assets. LWBOX expense ratio is 1.57%, holding 615 positions across sectors including Financials, Real Estate, Consumer Discretionary. Inception date: 2012-08-01.

LWBOX performance shows a YTD return of -3.72%. The 1-year return is -3.19% and the 5-year return is -1.30%. LWBOX dividend yield stands at 4.38%, paid monthly.

LWBOX top holdings include Goldman Sachs Group Inc/The 5.0160% Mat 10/23/2035 (1.1%), Wa Premier Institutional Government Reserves - Premium Shares (1.0%), Ilfc E-Capital Trust I Var 12/21/2065 6.4800% (1.0%), At&T Inc 6.9500% Mat 01/15/2028 (0.6%), United Airlines Inc 4.6250% Mat 04/15/2029 (0.6%). Go to all LWBOX holdings, LWBOX sectors, or LWBOX dividends.

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