WAFRX Mutual Fund
WAFRX Mutual Fund
WAFRX Mutual Fund
Western Asset Inflation Indexed Plus Bond Fund Class R
WAFRX Mutual Fund Overview
WAFRX Mutual Fund (Western Asset Inflation Indexed Plus Bond Fund Class R) is managed by Franklin Templeton Investments (US) with $40,824.23 in net assets. WAFRX expense ratio is 1.15%, holding 59 positions across sectors including Financials, Materials, Energy. Inception date: 2012-04-30.
WAFRX performance shows a YTD return of -0.11%. The 1-year return is 1.49% and the 5-year return is -0.87%. WAFRX dividend yield stands at 3.75%, paid quarterly.
WAFRX top holdings include United States Treasury Note, 1.75%, 1/15/2034 (15.9%), Tsy Infl Ix N/b 04/29 3.875 (10.8%), Tsy Infl Ix N/ 1.125 1/33 (6.8%), Tsy Infl Ix N/B 01/35 2.125 (6.8%), Tsy Infl Ix N/B 1.63% 15Oct2029 (5.8%). 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.