WAFRX Mutual Fund

WAFRX Mutual Fund (Western Asset Inflation Indexed Plus Bond Fund Class R) is managed by Franklin Templeton Investments (US) with $39,831.93 in net assets. WAFRX expense ratio is 1.15%, holding 61 positions across sectors including Financials. Inception date: 2012-04-30.

WAFRX performance shows a YTD return of -0.00%. The 1-year return is 0.08% and the 5-year return is 0.43%. WAFRX dividend yield stands at 3.75%, paid quarterly.

WAFRX top holdings include US INFLATION-LINKED TREASURY [ NOTE ] 1.7500% Mat 01/15/2034 (14.3%), UNITED STATES TREASURY INFLATI 1.1250% Mat 01/15/2033 (12.5%), US INFLATION-LINKED TREASURY BOND 3.8750% Mat 04/15/2029 (9.8%), UNITED STATES TREASURY INFLATI 2.1250% Mat 01/15/2035 (6.2%), U.S. Treasury Bonds 0.7500% Mat 02/15/2045 (5.6%). Go to all WAFRX holdings, WAFRX sectors, or WAFRX dividends.

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