Western Asset Porate Fund Quote
SIGAX Fund | USD 10.69 0.02 0.19% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Western Asset is trading at 10.69 as of the 29th of November 2024; that is 0.19% up since the beginning of the trading day. The fund's open price was 10.67. 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 30th of October 2024 and ending today, the 29th of November 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 against Western Mutual Fund
Western Mutual Fund Highlights
Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Corporate Bond Funds, Corporate Bond, Franklin Templeton Investments (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 1st of May 2023 |
Fiscal Year End | December |
Western Asset Porate [SIGAX] is traded in USA and was established 29th of November 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
WACXX | Western Asset Premier | Money Market Fund | US Money Market Fund |
Western Asset Porate Risk Profiles
Mean Deviation | 0.2422 | |||
Standard Deviation | 0.3302 | |||
Variance | 0.109 | |||
Risk Adjusted Performance | (0.03) |
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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