WATRX Mutual Fund
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 $1.6M in net assets. WATRX expense ratio is 1.16%, holding 534 positions across sectors including Financials, Energy, Real Estate. Inception date: 2012-04-30.
WATRX performance shows a YTD return of -0.63%. The 1-year return is -0.09% and the 5-year return is 0.02%. WATRX dividend yield stands at 3.35%, paid monthly.
WATRX 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 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.