Western Asset Emerging Fund Fundamentals
| LWEAXDelisted Fund | USD 3.90 0.00 0.00% |
Western Asset Emerging fundamentals help investors to digest information that contributes to Western Asset's financial success or failures. It also enables traders to predict the movement of Western Mutual Fund. The fundamental analysis module provides a way to measure Western Asset's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Western Asset mutual fund.
Western |
Western Asset Emerging Mutual Fund Three Year Return Analysis
Western Asset's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Western Asset Three Year Return | 1.67 % |
Most of Western Asset's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Western Asset Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Western Asset Emerging has a Three Year Return of 1.67%. This is 75.97% lower than that of the Franklin Templeton Investments family and significantly higher than that of the Emerging Markets Bond category. The three year return for all United States funds is notably lower than that of the firm.
Western Asset Emerging Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Western Asset's current stock value. Our valuation model uses many indicators to compare Western Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Western Asset competition to find correlations between indicators driving Western Asset's intrinsic value. More Info.Western Asset Emerging is number one fund in one year return among similar funds. It is number one fund in three year return among similar funds reporting about 0.55 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Western Asset Emerging is roughly 1.81 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Western Asset by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Western Asset's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Western Asset's earnings, one of the primary drivers of an investment's value.Did you try this?
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Fund Asset Allocation for Western Asset
The fund consists of 96.09% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Western Asset's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Western Fundamentals
| Total Asset | 18.97 M | |||
| One Year Return | 3.03 % | |||
| Three Year Return | 1.67 % | |||
| Five Year Return | 3.22 % | |||
| Ten Year Return | 4.16 % | |||
| Net Asset | 18.97 M | |||
| Last Dividend Paid | 0.05 | |||
| Cash Position Weight | 3.91 % | |||
| Bond Positions Weight | 96.09 % |
About Western Asset Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Western Asset Emerging's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Western Asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Western Asset Emerging based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its assets in fixed income securities issued by governments, government-related entities and corporations located in emerging markets and related investments. Western Asset is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Western Asset in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Western Asset's short interest history, or implied volatility extrapolated from Western Asset options trading.
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Try AI Portfolio ArchitectCheck out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Western Asset Emerging information on this page should be used as a complementary analysis to other Western Asset's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Other Consideration for investing in Western Mutual Fund
If you are still planning to invest in Western Asset Emerging check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Western Asset's history and understand the potential risks before investing.
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