What is a Core Plus Bond Fund?

What Is Core Plus? Core plus is an investment management style that permits managers to augment a core base of holdings, within a specified-objective portfolio, with instruments that have greater risk and greater potential return. Funds that utilize this strategy are called core-plus funds.

What is the difference between a core bond fund and a Core Plus Bond Fund?

The Core-Plus Bond Fund differs from Vanguard Core Bond Fund by seeking higher performance, particularly through greater exposure to riskier bonds like high-yield corporates and emerging markets debt. It’s expected to have greater volatility of returns and diverge from its benchmark more than the Core Bond Fund.

What is the Legg Mason fund?

Founded in 1899, Legg Mason Inc. (NYSE: LM) is a global asset management firm with headquarters in Baltimore. Legg Mason manages more than 80 mutual funds, ranging from small-cap funds to fixed income in order for investors to generate a level of income, managing their risk levels or social impact. …

What is Western Asset Core Bond Fund?

About WATFX The fund invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, will invest at least 80% of its net assets in debt and fixed income securities.

What is a Core Plus plan?

Core-plus plans provide a set of mandatory benefits that are usually designed to meet the basic needs of all employees. In addition to legally-required benefits, medical insurance, long-term disability insurance, and retirement benefits are often included in the core.

Are bond index funds safe?

Volatility: Most broad-based bond index funds invest in government securities, including those from the U.S. government. Performance: Most investors consider bonds as generally safe investments, even though there will always be risk involved. But safer investments also tend to generate smaller returns in the long term.

What happened to Legg Mason funds?

Legg Mason was an American investment management and asset management firm headquartered in Baltimore, founded in 1899 and acquired by Franklin Templeton Investments as of July 2020.

Is Legg Mason a good company?

Legg Mason Reviews FAQs Is Legg Mason a good company to work for? Legg Mason has an overall rating of 3.9 out of 5, based on over 222 reviews left anonymously by employees. 63% of employees would recommend working at Legg Mason to a friend and 39% have a positive outlook for the business.

What are core plus benefits?

“Core-plus” plans specify minimum amounts of coverage and employees must purchase anything over and above the minimum. A common core-plus model would be very basic, providing some coverage for drugs and vision care, though not likely any dental care coverage.

What are some pros and cons of cafeteria benefits plans?

Pros and Cons of a Cafeteria Plan

• Pay Less Tax. Employers do not pay FICA or FUTA taxes on salary reductions amounts.
• Address Employee Needs.
• Cost Control.
• Competitive Benefit Program.
• Improve Employee-Employer Relationship.
• Respond to Work-Force Diversity.
• Better Understanding of Benefits.