WATAX Mutual Fund
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 $44.6M in net assets. WATAX expense ratio is 0.87%, holding 534 positions across sectors including Financials, Energy, Real Estate. Inception date: 2012-04-30.
WATAX performance shows a YTD return of -0.31%. The 1-year return is 0.29% and the 5-year return is 0.40%. WATAX dividend yield stands at 3.71%, paid monthly.
WATAX top holdings include Us Treasury Note 4.1250% Mat 03/31/2032 (8.5%), United States Treasury Note/Bo 4.0000% Mat 04/30/2032 (7.9%), United States Treasury Note/Bo 4.1250% Mat 02/29/2032 (7.2%), UNITED STATES TREASURY NOTE/BO 4.0000% Mat 06/30/2032 (5.1%), Us Treasury N/B 08/32 2.75 2.7500% (0.8%). Go to all WATAX holdings, WATAX sectors, or WATAX dividends.
WATAX can be compared against other funds. Use WATAX overlap to find shared positions, or WATAX vs another fund for a side-by-side view. WATAX alternatives are available via the screener, along with tax-loss harvesting opportunities.