Western Asset Core Bond Fund (WATFX) Alternatives

Western Asset Core Bond Fund (WATFX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WATFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to WATFX

WATFX charges 0.46% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among WATFX alternatives.

Symbol	Name	Expense Ratio	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	Dec 20, 2007	WATFX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	Sep 19, 2014	WATFX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	Dec 13, 2019	WATFX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	Dec 13, 2019	WATFX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	Jul 2, 1993	WATFX vs WFBIX

Best Risk-Adjusted Alternatives to WATFX

Among mutual funds in the Intermediate Core Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
PRCIX	T. Rowe Price New Income Fund	89	Aug 31, 1973	WATFX vs PRCIX
FEDUX	Fidelity Education Income Fund	88	Mar 16, 2021	WATFX vs FEDUX
LSSAX	Loomis Sayles Securitized Asset Fund	87	Mar 2, 2006	WATFX vs LSSAX
BIMSX	Baird Intermediate Bond Fund	84	Sep 29, 2000	WATFX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	84	Aug 10, 2016	WATFX vs DFXIX

Top Performing WATFX Alternatives (YTD)

WATFX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	2.45%	Aug 24, 1995	WATFX vs PCGTX
DUTMX	Dupree Taxable Municipal Bond Fund	0.30%	Nov 1, 2010	WATFX vs DUTMX
DFXIX	DFA Diversified Fixed Income Portfolio	0.29%	Aug 10, 2016	WATFX vs DFXIX
LSSAX	Loomis Sayles Securitized Asset Fund	0.29%	Mar 2, 2006	WATFX vs LSSAX
TCPYX	Touchstone Impact Bond Fund	0.09%	Nov 15, 1991	WATFX vs TCPYX

Lowest Volatility Alternatives to WATFX

WATFX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
FEDUX	Fidelity Education Income Fund	2.69%	Mar 16, 2021	WATFX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.79%	Sep 29, 2000	WATFX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.80%	Sep 29, 2000	WATFX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.85%	Aug 10, 2016	WATFX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	3.04%	Aug 31, 2000	WATFX vs JIBEX

Lowest Drawdown Alternatives to WATFX

WATFX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	Aug 10, 2016	WATFX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	Mar 16, 2021	WATFX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	Sep 29, 2000	WATFX vs BIMSX
CRAIX	CCM Community Impact Bond Fund	-1.98%	Aug 30, 1999	WATFX vs CRAIX
JIBEX	Johnson Institutional Intermediate Bond Fund	-2.06%	Aug 31, 2000	WATFX vs JIBEX

Other Mutual Funds from Franklin Templeton

Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FKDNX	Franklin DynaTech Fund	Large Cap Growth Equities	21	-15.24%	Jan 2, 1968	WATFX vs FKDNX
FKRCX	Franklin Gold and Precious Metals Fund	Precious Metals	94	-2.21%	May 18, 1969	WATFX vs FKRCX
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	82	2.15%	—	WATFX vs FKINX
FKGRX	Franklin Growth Fund	Large Cap Growth Equities	30	-8.53%	Apr 1, 1948	WATFX vs FKGRX
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	28	-4.58%	Jan 14, 1987	WATFX vs FRDPX
EMO	ClearBridge Energy Midstream Opportunity Fund	MLPs, Energy Equities	42	20.88%	Jun 10, 2011	WATFX vs EMO
SBLGX	ClearBridge Large Cap Growth Fund	Large Cap Growth Equities	7	-12.79%	Aug 29, 1997	WATFX vs SBLGX
SHRAX	ClearBridge Aggressive Growth Fund	Large Cap Blend Equities	18	-10.22%	Oct 24, 1983	WATFX vs SHRAX
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	86	2.21%	Aug 28, 1997	WATFX vs FRIAX
SHAPX	ClearBridge Appreciation Fund	Large Cap Blend Equities	35	-6.24%	Mar 10, 1970	WATFX vs SHAPX

Often Compared With WATFX

What investors most often compare with WATFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FDFAX	Fidelity Select Consumer Staples Portfolio	Consumer Staples Equities	14	5.95%	Jul 28, 1985	WATFX vs FDFAX
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	81	-1.36%	Mar 30, 2007	WATFX vs PIMIX
AGG	iShares Core U.S. Aggregate Bond ETF	Total Bond Market	60	0.02%	Sep 22, 2003	WATFX vs AGG
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	56	-0.45%	—	WATFX vs FXNAX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	WATFX vs SCHD
BAGIX	Baird Aggregate Bond Fund Class I	Total Bond Market	59	-0.26%	Sep 29, 2000	WATFX vs BAGIX
FEPIX	Fidelity Total Bond Fund	Total Bond Market	60	-0.50%	—	WATFX vs FEPIX
BND	Vanguard Total Bond Market ETF	Total Bond Market	59	0.05%	Apr 3, 2007	WATFX vs BND
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	26	-13.83%	May 14, 1998	WATFX vs VIGIX
IUSB	iShares Core Universal USD Bond ETF	Intermediate Core-Plus Bond	66	-0.07%	Jun 10, 2014	WATFX vs IUSB
FIHBX	Federated Hermes Institutional High Yield Bond Fun...	High Yield Bonds	86	-1.88%	Nov 1, 2002	WATFX vs FIHBX

Compare WATFX with Any Fund or Stock

Compare WATFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Western Asset Core Bond Fund

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