WATPX Mutual Fund

WATPX Mutual Fund (Western Asset Inflation Indexed Plus Bond Fund Class FI) is managed by Franklin Templeton Investments (US) with $107,883.96 in net assets. WATPX expense ratio is 0.85%, holding 61 positions across sectors including Financials. Inception date: 2007-06-28.

WATPX performance shows a YTD return of 0.17%. The 1-year return is 0.41% and the 5-year return is -0.56%. WATPX dividend yield stands at 4.04%, paid quarterly.

WATPX 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 WATPX holdings, WATPX sectors, or WATPX dividends.

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