IGI ETF

IGI ETF
$15.40
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Fund Essentials - as of Jul 31, 2026

Net Assets
$102M
Expense Ratio
0.85%
Dividend Yield (Current)
5.01%
Holdings
415
Inception Date
Jun 26, 2009
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD-0.50%
1 Year+2.75%
3 Year+4.62%
5 Year-0.45%
10 Year+2.66%

Asset Allocation

Stocks: 0.53%
Bonds: 99.39%
Cash: 0.17%
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Top Holdings

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TickerNameWeight
-Goldman Sachs Group Inc 6.2500% Mat 02/01/20411.52%
-Comcast Corp Company Guar 05/3 6.4000% Mat 05/15/20381.47%
-Southern Natural Gas 8.0000% Mat 03/01/20321.11%
-British Telecom Plc Sr Unsecur 9.6250% Mat 12/15/20301.05%
-Conocophillips 6.5000% Mat 02/01/20390.94%
Top 10 Concentration: 9.95%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.01%
Frequency
Monthly
Latest Distribution
$0.07
Aug 24, 2026
12M Distributions
12 payments
Total: $0.85

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

IGI ETF Overview

IGI ETF (Western Asset Investment Grade Defined Opportunity Trust Inc.) is managed by Franklin Templeton Investments (US) with $101.8M in net assets. IGI expense ratio is 0.85%, holding 415 positions across sectors including Utilities, Financials, Consumer Discretionary. Inception date: 2009-06-26.

IGI performance shows a YTD return of -0.50%. The 1-year return is 2.75% and the 5-year return is -0.45%. IGI dividend yield stands at 5.01%, paid monthly.

IGI top holdings include Goldman Sachs Group Inc 6.2500% Mat 02/01/2041 (1.5%), Comcast Corp Company Guar 05/3 6.4000% Mat 05/15/2038 (1.5%), Southern Natural Gas 8.0000% Mat 03/01/2032 (1.1%), British Telecom Plc Sr Unsecur 9.6250% Mat 12/15/2030 (1.1%), Conocophillips 6.5000% Mat 02/01/2039 (0.9%). Go to all IGI holdings, IGI sectors, or IGI dividends.

IGI can be compared against other funds. Use IGI overlap to find shared positions, or IGI vs another fund for a side-by-side view. IGI alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-1.66%
YTD
-0.50%
1 Year
+2.75%
3 Year
+4.62%

Top 10 Holdings (9.9% of portfolio)

#TickerNameSectorWeight
1-Goldman Sachs Group Inc 6.2500% Mat 02/01/2041Other1.52%
2-Comcast Corp Company Guar 05/3 6.4000% Mat 05/15/2038Other1.47%
3-Southern Natural Gas 8.0000% Mat 03/01/2032Other1.11%
4-British Telecom Plc Sr Unsecur 9.6250% Mat 12/15/2030Other1.05%
5-Conocophillips 6.5000% Mat 02/01/2039Other0.94%
6-Jpmorgan Chase & Co 6.4000% Mat 05/15/2038Other0.93%
7-Bank Of America Corp 5.8750% Mat 02/07/2042Other0.78%
8-Boeing Co/The 6.5280% Mat 05/01/2034Other0.76%
9-Charles Schwab Corp 6.1360% Mat 08/24/2034Other0.70%
10-Teachers Insur & Annuity 6.8500% Mat 12/16/2039Other0.69%