SDSYX : Western Asset Income Fund Class I

SDSYX is a Bond Market Total US Bond Market with MODERATE fees.

SDSYX

Western Asset Income Fund Class I

FI Score

50 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

4 /10

Category Score

10 /10

Market Size

4 /10

50% FI Score
  • sdsyx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Western Asset Income Fund Class I

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks high current income. The fund normally invests in a globally diverse portfolio of fixed income securities. It normally invests in at least three countries (one of which may be the United States). The dollar-weighted average effective duration of the fund's portfolio, as estimated by the subadviser, is normally expected to be between 0 and 10 years.

Largest Holdings

Amount Holding
2.05% Russian Federation 7.05%
1.21% Indonesia (Republic of) 7%
0.94% Freddie Mac Seasoned Credit Risk Transfer Trust 4.25%
0.90% Wamu Abc Tr 07-He4 1.12%
0.85% Indonesia (Republic of) 5.25%
0.83% United Kingdom of Great Britain and Northern Ireland 0.75%
0.70% ALTICE FRANCE S.A 7.38%
0.69% Indonesia (Republic of) 8.38%
0.61% CSC Holdings, LLC 6.5%
0.60% CSMC COMMERCIAL MORTGAGE TRUST 7.81%
0.59% General Electric Company 6.88%
0.58% Intesa Sanpaolo S.p.A. 5.02%
0.54% Banc America Fdg 2015-R3 2.09%
0.53% CSMC TRUST 2017 8.16%
0.53% Federal Farm Credit Banks 5.2%
0.51% Emirate of Abu Dhabi 2.12%
0.48% J.P. Morgan Chase Commercial Mortgage Securities Trust 2019-Brook 3.41%
0.48% FREEPORT-MCMORAN INC 5.45%
0.48% Bcap Llc Trust 4.45%
0.47% HCA Inc. 5.62%
0.47% J P Morgan Chase Coml Mtg Secs Tr 20 FRN 9.02%
0.46% Petrobras Global Finance B.V. 5.3%
0.45% DISH DBS Corporation 7.75%
0.43% State of Qatar 5.1%
0.42% Secretaria Tesouro Nacional 10%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo