WATAX Mutual Fund
WATAX Mutual Fund
Western Asset Intermediate Bond Fund Class A
WATAX Mutual Fund Overview
WATAX Mutual Fund (Western Asset Intermediate Bond Fund Class A) is managed by Franklin Templeton Investments (US) with $46.2M in net assets. WATAX expense ratio is 0.79%, holding 473 positions across sectors including Financials, Other, Unknown. Inception date: 2012-04-30.
WATAX performance shows a YTD return of 0.34%. The 1-year return is 2.90% and the 5-year return is 0.36%. WATAX dividend yield stands at 3.39%, paid monthly.
WATAX top holdings include Treasury Note (Otr) 4% Jun 30, 2032 (8.9%), Us Treasury N/B 4% 30Apr2032 (8.4%), United States Treasury Note/Bond T 4 1/8 03/31/32 (8.3%), Treasury Note (Otr) 4.13% Feb 29, 2032 (8.3%), Wa Premier Institutional Government Reserves - Premium Shares (3.9%). View all WATAX holdings, sector breakdown, or dividend history.
WATAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WATAX alternatives are available via the screener, along with tax-loss harvesting opportunities.