Western Asset Inflation Fund Quote
| WAFAX Fund | USD 9.38 0.02 0.21% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Western Asset is trading at 9.38 as of the 28th of November 2024; that is 0.21% up since the beginning of the trading day. The fund's open price was 9.36. 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 Inflation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in inflation-indexed fixed income securities and at least 70 percent of its net assets in U.S. Treasury Inflation Protected Securities. Although the fund may invest in securities of any maturity, the fund will normally maintain a dollar-weighted average effective duration, as estimated by the funds subadvisers, within 3 years of that of its benchmark, the Bloomberg U.S. More on Western Asset Inflation
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Western Mutual Fund Highlights
| Thematic Idea | Exotic Funds (View all Themes) |
| Fund Concentration | Franklin Templeton Investments Funds, Large Funds, Inflation-Protected Bond Funds, Exotic Funds, Inflation-Protected Bond, Franklin Templeton Investments, Large, Inflation-Protected Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Western Asset Inflation [WAFAX] is traded in USA and was established 28th of November 2024. Western Asset is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of Franklin Templeton Investments family. The entity is thematically classified as Exotic Funds. This fund at this time has accumulated 74.35 M in net assets with no minimum investment requirementsWestern Asset Inflation is currently producing year-to-date (YTD) return of 2.37% with the current yeild of 0.0%, while the total return for the last 3 years was -2.59%.
Check Western Asset Probability Of Bankruptcy
Instrument Allocation
Western Asset Inflation Risk Profiles
| Mean Deviation | 0.2405 | |||
| Standard Deviation | 0.2997 | |||
| Variance | 0.0898 | |||
| Risk Adjusted Performance | (0.06) |
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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