Western Asset E Fund Quote

WAPSX Fund  USD 9.31  0.03  0.32%   

Performance

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Odds Of Distress

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Western Asset is trading at 9.31 as of the 30th of November 2024; that is 0.32 percent up since the beginning of the trading day. The fund's open price was 9.28. 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 E 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.
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 the fund may invest in securities of any maturity, it will normally maintain a dollar-weighted average effective duration within 30 percent of the average duration of the domestic bond market as a whole as estimated by the funds subadvisers. More on Western Asset E

Moving together with Western Mutual Fund

  0.71LGFEX Qs International EquityPairCorr
  0.97LGOCX Legg Mason BwPairCorr
  0.74SSMMX Western Asset ManagedPairCorr

Moving against Western Mutual Fund

  0.72SAGCX Clearbridge AggressivePairCorr
  0.68SAPCX Clearbridge AppreciationPairCorr
  0.64LGASX Clearbridge Small CapPairCorr
  0.59LGSCX Qs Small CapitalizationPairCorr
  0.37WAHSX Western Asset HighPairCorr

Western Mutual Fund Highlights

Fund ConcentrationLegg Mason Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Legg Mason (View all Sectors)
Update Date30th of September 2024
Western Asset E [WAPSX] is traded in USA and was established 30th of November 2024. Western Asset is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Legg Mason family. This fund at this time has accumulated 23.83 B in net assets with minimum initial investment of 1000 K. Western Asset E is currently producing year-to-date (YTD) return of 1.07% with the current yeild of 0.0%, while the total return for the last 3 years was -3.88%.
Check Western Asset Probability Of Bankruptcy

Instrument Allocation

Top Western Asset E Mutual Fund Constituents

WACXXWestern Asset PremierMoney Market FundUS Money Market Fund
More Details

Western Asset Top Holders

FLRQXFranklin Lifesmart 2020Mutual FundTarget-Date 2020
FTCZXFranklin Servative AllocationMutual FundAllocation--30% to 50% Equity
LMEIXQs Servative GrowthMutual FundAllocation--50% to 70% Equity
FLROXFranklin Lifesmart 2020Mutual FundTarget-Date 2020
FMTLXFranklin Lifesmart 2035Mutual FundTarget-Date 2035
SBCPXQs Defensive GrowthMutual FundAllocation--30% to 50% Equity
FLRTXFranklin Lifesmart 2030Mutual FundTarget-Date 2030
FTRTXFranklin Lifesmart 2025Mutual FundTarget-Date 2025
More Details

Western Asset E 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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