Western Asset Intermediate Fund Quote

SICYX Fund  USD 8.20  0.02  0.24%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Western Asset is trading at 8.20 as of the 30th of November 2024; that is 0.24 percent increase since the beginning of the trading day. The fund's open price was 8.18. Western Asset has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Western Asset Intermediate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in investment grade California municipal securities or other investments with similar economic characteristics. It may invest up to 20 percent of its assets in unrated securities that the subadviser determines to be equivalent to investment grade. More on Western Asset Intermediate

Moving against Western Mutual Fund

  0.35TEMWX Templeton WorldPairCorr
  0.34TEMTX Franklin Mutual SharesPairCorr

Western Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Funds, Muni California Intermediate Funds, Muni California Intermediate, Franklin Templeton Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date31st of March 2023
Fiscal Year EndNovember
Western Asset Intermediate [SICYX] is traded in USA and was established 30th of November 2024. Western Asset is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Muni California Intermediate category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 106.76 M in assets with minimum initial investment of 1000 K. Western Asset Interm is currently producing year-to-date (YTD) return of 2.96% with the current yeild of 0.0%, while the total return for the last 3 years was -0.54%.
Check Western Asset Probability Of Bankruptcy

Instrument Allocation

Western Asset Interm Risk Profiles

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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