WAARX Mutual Fund
WAARX Mutual Fund
WAARX Mutual Fund
Western Asset Total Return Unconstrained Fund Class I
WAARX Mutual Fund Overview
WAARX Mutual Fund (Western Asset Total Return Unconstrained Fund Class I) is managed by Franklin Templeton Investments (US) with $27.1M in net assets. WAARX expense ratio is 0.77%, holding 298 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2006-07-06.
WAARX performance shows a YTD return of 0.31%. The 1-year return is 2.70% and the 5-year return is 0.50%. WAARX dividend yield stands at 5.16%, paid quarterly.
WAARX top holdings include Wa Premier Institutional Government Reserves - Premium Shares (16.0%), US Treasury N/b 3.75 11/15/2043 (5.1%), Fannie Mae Or Freddie Mac (4.4%), Brazil Notas Do Tesouro Nacional Serie F (3.9%), United States Treasury Bond, 3.75%, December 31, 2028 (3.9%). Go to all WAARX holdings, WAARX sectors, or WAARX dividends.
WAARX can be compared against other funds. Use WAARX overlap to find shared positions, or WAARX vs another fund for a side-by-side view. WAARX alternatives are available via the screener, along with tax-loss harvesting opportunities.