Western Asset Oregon Fund Quote
| SHORX Fund | USD 9.59 0.01 0.10% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Western Asset is trading at 9.59 as of the 1st of February 2025; that is 0.1% down since the beginning of the trading day. The fund's open price was 9.6. Western Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in Oregon municipal securities. It focuses on investment grade bonds, but may invest up to 20 percent of its assets in below investment grade bonds. The fund may also engage in a variety of transactions using derivatives in order to change the investment characteristics of its portfolio and for other purposes. More on Western Asset Oregon
Moving together with Western Mutual Fund
Western Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Muni Single State Long Funds, Muni Single State Long, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of August 2022 |
| Fiscal Year End | April |
Western Asset Oregon [SHORX] is traded in USA and was established 1st of February 2025. Western Asset is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Muni Single State Long category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 49.5 M in assets with no minimum investment requirementsWestern Asset Oregon is currently producing year-to-date (YTD) return of 0.13% with the current yeild of 0.0%, while the total return for the last 3 years was -0.79%.
Check Western Asset Probability Of Bankruptcy
Instrument Allocation
Western Asset Oregon Risk Profiles
| Mean Deviation | 0.1877 | |||
| Semi Deviation | 0.2622 | |||
| Standard Deviation | 0.2718 | |||
| Variance | 0.0739 |
Western Asset Against Markets
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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