Western Asset Short Etf Profile

WINC Etf  USD 24.11  0.03  0.12%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Western Asset is trading at 24.11 as of the 30th of November 2024, a 0.12 percent increase since the beginning of the trading day. The etf's open price was 24.08. Western Asset has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Western Asset Short are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. 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

  0.75BSV Vanguard Short TermPairCorr
  0.91IGSB iShares 1 5PairCorr
  0.87SPSB SPDR Barclays ShortPairCorr
  0.81ISTB iShares Core 1PairCorr
  0.89SLQD iShares 0 5PairCorr
  0.63GVI iShares IntermediatePairCorr

Moving against Western Etf

  0.36JPM JPMorgan Chase Sell-off TrendPairCorr

Western Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationBroad Debt ETFs, Strategy ETFs, Short-Term Bond, Franklin Templeton Investments (View all Sectors)
IssuerFranklin Templeton Investments
Inception Date2019-02-07
Entity TypeRegulated Investment Company
Average Trading Valume2,946.4
Asset TypeFixed Income
CategoryBroad Debt
FocusStrategy
Market ConcentrationBlended Development
RegionGlobal
AdministratorLegg Mason Partners Fund Advisor, LLC
AdvisorLegg Mason Partners Fund Advisor, LLC
CustodianThe Bank of New York Mellon Corporation
DistributorFranklin Distributors, LLC
Portfolio ManagerS. Kenneth Leech, Michael C. Buchanan, Ryan K. Brist, Blanton Y. Keh, Kurt D. Halvorson
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Jul
ExchangeNASDAQ
Number of Constituents158
Market MakerJane Street
Total Expense0.29
Management Fee0.29
Country NameUSA
Returns Y T D4.92
NameWestern Asset Short Duration Income ETF
Currency CodeUSD
Open FigiBBG00N8V1KX0
In Threey Volatility4.36
1y Volatility2.48
200 Day M A23.9742
50 Day M A24.1202
CodeWINC
Updated At29th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.67)
TypeETF
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 Broad Debt ETFs. Western Asset Short at this time have 24.23 M in net assets. , while the total return for the last 3 years was 1.3%.
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 Corporation1.52%
Credit Suisse Group AG1.48%
Time Warner Cable Enterprises LLC2.6700001%
Aviation Capital Group LLC1.46%
The Williams Companies, Inc.2.23%
United States Treasury Notes1.63%
Energy Transfer LP1.84%
GE Capital International Funding Company Unlimited Company1.4400001%
BNP Paribas SA1.47%

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.

Western Asset Against Markets

When determining whether Western Asset Short offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Western Asset's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Western Asset Short Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Western Asset Short Etf:
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 Money Managers module to screen money managers from public funds and ETFs managed around the world.
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.