WAUAX Mutual Fund
WAUAX Mutual Fund
WAUAX Mutual Fund
Western Asset Total Return Unconstrained Fund Class A
WAUAX Mutual Fund Overview
WAUAX Mutual Fund (Western Asset Total Return Unconstrained Fund Class A) is managed by Franklin Templeton Investments (US) with $5.3M in net assets. WAUAX expense ratio is 1.08%, holding 373 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-04-30.
WAUAX performance shows a YTD return of -0.20%. The 1-year return is 0.64% and the 5-year return is 0.01%. WAUAX dividend yield stands at 5.05%, paid monthly.
WAUAX top holdings include Us Treasury Bond 3.7500% Mat 11/15/2043 (7.5%), Us Treasury N/B 02/41 4.75 4.7500% (5.3%), Us Treasury Note 3.7500% Mat 12/31/2028 (5.3%), Us Treasury N/B 01/31 4 4.0000% (3.6%), India Government Bond 5.7900% Mat 05/11/2030 (3.3%). Go to all WAUAX holdings, WAUAX sectors, or WAUAX dividends.
WAUAX can be compared against other funds. Use WAUAX overlap to find shared positions, or WAUAX vs another fund for a side-by-side view. WAUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.