WATIX Mutual Fund

WATIX Mutual Fund (Western Asset Intermediate Bond Fund Class I) is managed by Franklin Templeton Investments (US) with $59.2M in net assets. WATIX expense ratio is 0.58%, holding 473 positions across sectors including Financials, Energy, Information Technology. Inception date: 1994-07-01.

WATIX performance shows a YTD return of -0.10%. The 1-year return is 2.75% and the 5-year return is 0.26%. WATIX dividend yield stands at 3.75%, paid monthly.

WATIX 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 WATIX holdings, WATIX sectors, or WATIX dividends.

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