WATRX Mutual Fund
WATRX Mutual Fund
Western Asset Intermediate Bond Fund Class R
WATRX Mutual Fund Overview
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, Other, Unknown. Inception date: 2012-04-30.
WATRX performance shows a YTD return of 0.15%. The 1-year return is 2.50% and the 5-year return is -0.02%. WATRX dividend yield stands at 3.32%, paid monthly.
WATRX 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 WATRX holdings, sector breakdown, or dividend history.
WATRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WATRX alternatives are available via the screener, along with tax-loss harvesting opportunities.