WATRX Mutual Fund

WATRX Mutual Fund (Western Asset Intermediate Bond Fund Class R) is managed by Franklin Templeton Investments (US) with $1.7M in net assets. WATRX expense ratio is 1.15%, holding 473 positions across sectors including Financials, Energy, Information Technology. Inception date: 2012-04-30.

WATRX performance shows a YTD return of -0.33%. The 1-year return is 2.15% and the 5-year return is -0.28%. WATRX dividend yield stands at 3.19%, paid monthly.

WATRX 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 WATRX holdings, WATRX sectors, or WATRX dividends.

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