Western Asset Porate Fund Quote

SIGAX Fund  USD 10.73  0.04  0.37%   

Performance

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Odds Of Distress

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Western Asset is trading at 10.73 as of the 1st of December 2024; that is 0.37% up since the beginning of the trading day. The fund's open price was 10.69. 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. Equity ratings for Western Asset Porate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in corporate debt securities and at least 80 percent of its assets in investment grade debt securities. It may invest up to 25 percent of its assets in non-U.S. dollar denominated fixed income securities of foreign issuers. More on Western Asset Porate

Moving together with Western Mutual Fund

  0.61TEFRX Templeton ForeignPairCorr

Moving against Western Mutual Fund

  0.58TEMTX Franklin Mutual SharesPairCorr
  0.47TEMWX Templeton WorldPairCorr

Western Mutual Fund Highlights

Fund ConcentrationFranklin Templeton Investments Funds, Large Funds, Corporate Bond Funds, Corporate Bond, Franklin Templeton Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Western Asset Porate [SIGAX] is traded in USA and was established 1st of December 2024. Western Asset is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Corporate Bond category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 984.55 M in assets with no minimum investment requirementsWestern Asset Porate is currently producing year-to-date (YTD) return of 2.5% with the current yeild of 0.01%, while the total return for the last 3 years was -2.7%.
Check Western Asset Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Western Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Western Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Western Asset Porate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Western Asset Porate Mutual Fund Constituents

WACXXWestern Asset PremierMoney Market FundUS Money Market Fund
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Western Asset Porate 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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