WATPX Mutual Fund
WATPX Mutual Fund
WATPX Mutual Fund
Western Asset Inflation Indexed Plus Bond Fund Class FI
WATPX Mutual Fund Overview
WATPX Mutual Fund (Western Asset Inflation Indexed Plus Bond Fund Class FI) is managed by Franklin Templeton Investments (US) with $111,031.78 in net assets. WATPX expense ratio is 0.85%, holding 59 positions across sectors including Financials, Materials, Energy. Inception date: 2007-06-28.
WATPX performance shows a YTD return of 0.06%. The 1-year return is 1.91% and the 5-year return is -0.59%. WATPX dividend yield stands at 4.05%, paid quarterly.
WATPX top holdings include United States Treasury Inflation Indexed Bonds, 1.7500% 01/15/2034 (15.9%), Tsy Infl Ix N/b 04/29 3.875 (10.8%), United States Treasury InflationIndexed Bonds 1.13% 01/15/33 (6.8%), U.S. Treasury Inflation Indexed Note, 2.125%, Due 01/15/2035 (6.8%), United States Of America Notes Fixed 1.625% 1.625% 10/15/2029 (5.8%). 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.