IG vs TLI

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Quick Verdict

IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricIGTLI
Fund FamilyPrincipal FundsWestern Asset Corporate Loan Fund Inc.
Expense Ratio0.19%-
AUM$166M$108M
Dividend Yield4.97%-
Holdings Count231-
Inception Date2018-04-18-
Investment StyleLong Term Mid Quality-
1-Month Return+0.38%-
YTD Return+0.43%-
1-Year Return+7.39%-
3-Year Return+4.29%-
5-Year Return-0.34%-
10-Year Return--
Buy Score70-
Momentum Score35-
Value Score58-

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
28
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, IG or TLI?

Expense ratio data is not currently available.

Do IG and TLI hold the same stocks?

IG and TLI share 0 common holdings with a 0.0% weight overlap. They hold 28 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, IG or TLI?

Historical return data is not currently available for comparison.