Western Asset Financials
| LWCPX Fund | USD 9.19 0.01 0.11% |
Western |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Western Asset Fund Summary
Western Asset competes with Praxis Growth, Tfa Alphagen, L Abbett, Victory Rs, and Franklin Growth. The fund invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, will invest at least 80 percent of its net assets in debt and fixed income securities. Although the fund may invest in securities of any maturity, it will normally maintain a dollar-weighted average effective duration within 30 percent of the average duration of the domestic bond market as a whole as estimated by the funds subadvisers. The fund may invest up to 20 percent of its total assets in non-U.S. dollar denominated securities.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Western Asset Funds |
| Mutual Fund Family | Legg Mason |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 877 721 1926 |
| Currency | USD - US Dollar |
Western Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Western Asset's current stock value. Our valuation model uses many indicators to compare Western Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Western Asset competition to find correlations between indicators driving Western Asset's intrinsic value. More Info.Western Asset E is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 204.12 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Western Asset's earnings, one of the primary drivers of an investment's value.Western Asset E Systematic Risk
Western Asset's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Western Asset volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Western Asset E correlated with the market. If Beta is less than 0 Western Asset generally moves in the opposite direction as compared to the market. If Western Asset Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Western Asset E is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Western Asset is generally in the same direction as the market. If Beta > 1 Western Asset moves generally in the same direction as, but more than the movement of the benchmark.
Western Asset November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Western Asset help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Western Asset E. We use our internally-developed statistical techniques to arrive at the intrinsic value of Western Asset E based on widely used predictive technical indicators. In general, we focus on analyzing Western Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Western Asset's daily price indicators and compare them against related drivers.
| Information Ratio | (0.55) | |||
| Maximum Drawdown | 1.52 | |||
| Value At Risk | (0.65) | |||
| Potential Upside | 0.426 |
Other Information on Investing in Western Mutual Fund
Western Asset financial ratios help investors to determine whether Western Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Western with respect to the benefits of owning Western Asset security.
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