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Western Asset Intermediate Bond Fund Class I: (MF: WATIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:00 PM ET

$9.80 USD

+0.01 (0.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.37 61
3 months 1.22 45
6 months 2.87 36
1 Year 6.45 10
3 Year 5.39 15
5 Year 0.83 61
10 Year 2.30 38

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 15.32
Bear Market (10/07 - 2/09) -7.97
Bull Market (2/09 - 3/21) 108.61

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.21
5 Year 0.27
10 Year 2.28
Since Inception 4.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.32 1.96 1.66 1.07
2024 -0.26 0.49 4.40 -1.75
2023 2.90 -0.74 -1.24 4.94
2022 -6.15 -3.76 -3.53 1.63
2021 -2.19 1.12 0.05 -0.82

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.377.212.805.84-11.45-1.867.198.030.203.802.64
% Total Return Rel to Index 0.03-0.161.530.311.56-0.31-0.30-0.690.180.25-0.01
% Total Return Rel to Peer -0.201.050.751.61-1.09-3.09-0.111.430.981.340.15
% Perf Quintile vs Peer* 4.001.000.001.003.004.003.002.002.001.003.00
% Dividends 0.060.380.340.320.240.190.220.300.290.230.18
% Yield 0.323.643.403.722.401.701.792.532.642.031.63
Capital Gains ($) 0.000.000.000.000.000.040.320.050.000.000.22
Expense Ratio 0.000.530.560.550.560.550.550.540.520.500.51

* 1 = Top 20%, 5 = Bottom 20%