Western Asset Intermediate Fund Quote

WATRX Fund  USD 9.61  0.02  0.21%   

Performance

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Odds Of Distress

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Western Asset is trading at 9.61 as of the 22nd of November 2024; that is 0.21% increase since the beginning of the trading day. The fund's open price was 9.59. 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 Intermediate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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 it may invest in debt and fixed income securities of any maturity, under normal market conditions the target dollar-weighted average effective duration for the fund, as estimated by the funds subadviser, is expected to range within 20 percent of the duration of its benchmark.. More on Western Asset Intermediate

Moving together with Western Mutual Fund

  0.71LGFEX Qs International EquityPairCorr
  0.93LGOCX Legg Mason BwPairCorr
  0.77SSMMX Western Asset ManagedPairCorr

Moving against Western Mutual Fund

  0.66SAGCX Clearbridge AggressivePairCorr
  0.65LGASX Clearbridge Small CapPairCorr
  0.64SAPCX Clearbridge AppreciationPairCorr
  0.57LGSCX Qs Small CapitalizationPairCorr

Western Mutual Fund Highlights

Fund ConcentrationLegg Mason Funds, Large Funds, Intermediate Core Bond Funds, Intermediate Core Bond, Legg Mason (View all Sectors)
Update Date30th of September 2024
Western Asset Intermediate [WATRX] is traded in USA and was established 22nd of November 2024. Western Asset is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of Legg Mason family. This fund at this time has accumulated 811.43 M in net assets with no minimum investment requirementsWestern Asset Interm is currently producing year-to-date (YTD) return of 1.77% with the current yeild of 0.0%, while the total return for the last 3 years was -1.9%.
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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