WATAX Mutual Fund
WATAX Mutual Fund
WATAX Mutual Fund
Western Asset Intermediate Bond Fund Class A
WATAX Mutual Fund Overview
WATAX Mutual Fund (Western Asset Intermediate Bond Fund Class A) is managed by Franklin Templeton Investments (US) with $46.3M in net assets. WATAX expense ratio is 0.79%, holding 473 positions across sectors including Financials, Energy, Information Technology. Inception date: 2012-04-30.
WATAX performance shows a YTD return of -0.11%. The 1-year return is 2.54% and the 5-year return is 0.10%. WATAX dividend yield stands at 3.55%, paid monthly.
WATAX top holdings include Us Treasury N/B 06/32 4 (8.9%), U.S. Treasury Note, 4%, Due 04/30/2032 (8.4%), Us Treasury N/B 03/32 4.125 (8.3%), Treasury Note (Otr) 4.13% Feb 29, 2032 (8.3%), Wa Premier Institutional Government Reserves - Premium Shares (3.9%). Go to all WATAX holdings, WATAX sectors, or WATAX dividends.
WATAX can be compared against other funds. Use WATAX overlap to find shared positions, or WATAX vs another fund for a side-by-side view. WATAX alternatives are available via the screener, along with tax-loss harvesting opportunities.