Western Asset Short Etf Profile
| WINC Etf | USD 24.14 0.01 0.04% |
PerformanceSolid
| Odds Of DistressLow
|
Western Asset is trading at 24.14 as of the 20th of March 2025, a 0.04 percent increase since the beginning of the trading day. The etf's open price was 24.13. Western Asset has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in investment grade fixed income securities. Western Asset is traded on NASDAQ Exchange in the United States. More on Western Asset Short
Moving together with Western Etf
| 0.97 | BSV | Vanguard Short Term | PairCorr |
| 0.97 | IGSB | iShares 1 5 | PairCorr |
| 0.99 | SPSB | SPDR Barclays Short | PairCorr |
| 0.98 | ISTB | iShares Core 1 | PairCorr |
| 0.98 | SLQD | iShares 0 5 | PairCorr |
| 0.92 | GVI | iShares Intermediate | PairCorr |
Moving against Western Etf
Western Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Debt ETFs, Short-Term Bond, Franklin Templeton Investments (View all Sectors) |
| Issuer | Franklin Templeton Investments |
| Inception Date | 2019-02-07 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 12.06 Million |
| Average Trading Valume | 2,272.6 |
| Asset Type | Fixed Income |
| Category | Broad Debt |
| Focus | Strategy |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | Legg Mason Partners Fund Advisor, LLC |
| Advisor | Legg Mason Partners Fund Advisor, LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Franklin Distributors, LLC |
| Portfolio Manager | S. Kenneth Leech, Michael C. Buchanan, Ryan K. Brist, Blanton Y. Keh, Kurt D. Halvorson |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Jul |
| Exchange | NASDAQ |
| Number of Constituents | 157 |
| Market Maker | Jane Street |
| Total Expense | 0.29 |
| Management Fee | 0.29 |
| Country Name | USA |
| Returns Y T D | 1.51 |
| Name | Western Asset Short Duration Income ETF |
| Currency Code | USD |
| Open Figi | BBG00N8V1KX0 |
| In Threey Volatility | 4.19 |
| 1y Volatility | 1.83 |
| 200 Day M A | 24.0605 |
| 50 Day M A | 24.0871 |
| Code | WINC |
| Updated At | 19th of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.38) |
Western Asset Short [WINC] is traded in USA and was established 2019-02-07. The fund is listed under Short-Term Bond category and is part of Franklin Templeton Investments family. The entity is thematically classified as Strategy ETFs. Western Asset Short at this time have 24.23 M in net assets. , while the total return for the last 3 years was 3.3%.
Check Western Asset Probability Of Bankruptcy
Geographic 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 Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Western Etf, 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 Short Etf, 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 Short Etf Constituents
| Time Warner Entertainment Company, L.P. | 2.21% |
| Bank of America Corporation | 1.52% |
| Credit Suisse Group AG | 1.48% |
| Time Warner Cable Enterprises LLC | 2.6700001% |
| Aviation Capital Group LLC | 1.46% |
| The Williams Companies, Inc. | 2.23% |
| United States Treasury Notes | 1.63% |
| Energy Transfer LP | 1.84% |
| GE Capital International Funding Company Unlimited Company | 1.4400001% |
| BNP Paribas SA | 1.47% |
Western Asset Short Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Western Asset. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1003 | |||
| Jensen Alpha | 0.0149 | |||
| Total Risk Alpha | 0.024 | |||
| Sortino Ratio | 1.05 |
Western Asset Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Western Asset Short. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of Western Asset Short is measured differently than its book value, which is the value of Western that is recorded on the company's balance sheet. Investors also form their own opinion of Western Asset's value that differs from its market value or its book value, called intrinsic value, which is Western Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Western Asset's market value can be influenced by many factors that don't directly affect Western Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Western Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Western Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Western Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.