Western Asset Intermediate Fund Quote
| ITCAX Fund | USD 8.04 0.02 0.25% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Western Asset is trading at 8.04 as of the 26th of December 2024; that is 0.25% up since the beginning of the trading day. The fund's open price was 8.02. 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. The performance scores are derived for the period starting the 29th of June 2024 and ending today, the 26th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in investment grade California municipal securities or other investments with similar economic characteristics. It may invest up to 20 percent of its assets in unrated securities that the subadviser determines to be equivalent to investment grade. More on Western Asset Intermediate
Western Mutual Fund Highlights
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Muni California Intermediate Funds, Muni California Intermediate, Franklin Templeton Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of March 2023 |
| Fiscal Year End | November |
Western Asset Intermediate [ITCAX] is traded in USA and was established 26th of December 2024. Western Asset is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Muni California Intermediate category and is part of Franklin Templeton Investments family. This fund currently has accumulated 106.76 M in assets under management (AUM) with no minimum investment requirementsWestern Asset Interm is currently producing year-to-date (YTD) return of 1.79% with the current yeild of 0.0%, while the total return for the last 3 years was -1.21%.
Check Western Asset Probability Of Bankruptcy
Instrument Allocation
Western Asset Interm Risk Profiles
| Mean Deviation | 0.1618 | |||
| Standard Deviation | 0.2356 | |||
| Variance | 0.0555 | |||
| Risk Adjusted Performance | (0.11) |
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.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |