Western Asset Ownership

DMO Fund

USD 11.97 0.01 0.08%

The market capitalization of Western Asset Mortgage is $145.11 Million. 30% of Western Asset outstanding shares are owned by institutional investors. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Consequently, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Note, that even with negative profits, if the true value of the fund is larger than the current market value, you may still be able to generate positive returns on investment in this company.

Some institutional investors establish a significant position in funds such as Western Asset in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Western Asset, and when they decide to sell, the fund will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.

Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Western Asset Mortgage. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in population.

Western Fund Ownership Analysis

The fund retains all of the assets under management (AUM) in different types of exotic instruments. Western Asset Mortgage last dividend was 1.2 per share. High Yield Bond To learn more about Western Asset Mortgage call Jane Trust at 800-822-5544 or check out https://individualinvestor.myleggmason.com/portal/server.pt?open=512&objID=1434&cached=true&mode=2&userID=355661&mktcd=DMO.

Western Asset Outstanding Bonds

Western Asset issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Western Asset Mortgage uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Western bonds can be classified according to their maturity, which is the date when Western Asset Mortgage has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

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Pair Trading with Western Asset

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Western Asset position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Western Asset will appreciate offsetting losses from the drop in the long position's value.

Moving together with Western Fund

0.68	OASGX	Optimum Small Mid	Pair Corr
0.71	WASAX	Ivy Asset Strategy	Pair Corr
0.68	OCSGX	Optimum Small Mid	Pair Corr

Moving against Western Fund

0.71	OIFIX	Optimum Fixed Income	Pair Corr
0.69	DPFFX	Delaware Diversified	Pair Corr
0.55	DLHCX	Delaware Healthcare	Pair Corr
0.54	DLHIX	Delaware Healthcare	Pair Corr
0.38	FTORX	First Investors Tax	Pair Corr

The ability to find closely correlated positions to Western Asset could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Western Asset when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Western Asset - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Western Asset Mortgage to buy it.

The correlation of Western Asset is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Western Asset moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Western Asset Mortgage moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Western Asset can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Other Information on Investing in Western Fund

Western Asset financial ratios help investors to determine whether Western 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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