Western Asset Global Fund Quote
LWSIX Fund | USD 5.01 0.02 0.40% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Western Asset is trading at 5.01 as of the 26th of December 2024; that is 0.4 percent decrease since the beginning of the trading day. The fund's open price was 5.03. 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.
The fund normally invests in a globally diverse portfolio of fixed income securities. It normally invests in at least three countries . The dollar-weighted average effective duration of the funds portfolio, as estimated by the subadviser, is normally expected to be between 0 and 10 years.. More on Western Asset Global
Moving together with Western Mutual Fund
Western Mutual Fund Highlights
Fund Concentration | Legg Mason Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Legg Mason (View all Sectors) |
Update Date | 31st of December 2024 |
Western Asset Global [LWSIX] is traded in USA and was established 26th of December 2024. Western Asset is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Legg Mason family. This fund now has accumulated 414.88 M in assets with no minimum investment requirementsWestern Asset Global is currently producing year-to-date (YTD) return of 4.68% with the current yeild of 0.07%, while the total return for the last 3 years was -0.35%.
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 Global 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 Global Mutual Fund Constituents
MPLXP | MPLX LP | Pink Sheet | Oil & Gas Midstream | |
WACXX | Western Asset Premier | Money Market Fund | US Money Market Fund |
Western Asset Global Risk Profiles
Mean Deviation | 0.1381 | |||
Standard Deviation | 0.1864 | |||
Variance | 0.0348 | |||
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.
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |