Western Asset Intermediate Fund Fundamentals
| WABSX Fund | USD 9.41 0.02 0.21% |
Western Asset Intermediate 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.
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Western Asset Intermediate Mutual Fund Ten Year Return Analysis
Western Asset's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Western Asset Ten Year Return | 4.05 % |
Most of Western Asset's fundamental indicators, such as Ten 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 Intermediate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Western Asset Intermediate has a Ten Year Return of 4.05%. This is much higher than that of the Legg Mason family and significantly higher than that of the Intermediate Core Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Western Asset Interm 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 Intermediate is presently regarded as number one fund in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 353.57 of Year To Date Return per Annual Yield. 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.Western Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Western Asset's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Western Asset could also be used in its relative valuation, which is a method of valuing Western Asset by comparing valuation metrics of similar companies.Western Asset is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Western Asset
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.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 | 806.55 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 5.69 % | ||||
| One Year Return | 1.04 % | ||||
| Three Year Return | (2.70) % | ||||
| Five Year Return | 0.45 % | ||||
| Ten Year Return | 4.05 % | ||||
| Net Asset | 811.43 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 0.54 % | ||||
| Equity Positions Weight | (0.01) % | ||||
| Bond Positions Weight | 13.46 % |
About Western Asset Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Western Asset Intermediate'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 Intermediate 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.The fund invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, will invest at least 80 percent of its net assets in debt and fixed income securities. Although it may invest in debt and fixed income securities of any maturity, under normal market conditions the target dollar-weighted average effective duration for the fund, as estimated by the funds subadviser, is expected to range within 20 percent of the duration of its benchmark.
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