Western Asset Financial Statements From 2010 to 2024
| SMMYX Fund | USD 14.88 0.01 0.07% |
Check Western Asset financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Western main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Western financial statements analysis is a perfect complement when working with Western Asset Valuation or Volatility modules.
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Western Asset Managed Mutual Fund Annual Yield Analysis
Western Asset's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Western Asset Annual Yield | 0 % |
Most of Western Asset's fundamental indicators, such as Annual Yield, 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 Managed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Western Asset Managed has an Annual Yield of 0.0042%. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Muni National Long category. The annual yield for all United States funds is notably lower than that of the firm.
Western Asset Managed 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 Managed is rated fourth largest fund in annual yield among similar funds. It is rated second largest fund in year to date return among similar funds creating about 97.24 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.About Western Asset Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Western Asset income statement, its balance sheet, and the statement of cash flows. Western Asset investors use historical funamental indicators, such as Western Asset's revenue or net income, to determine how well the company is positioned to perform in the future. Although Western Asset investors may use each financial statement separately, they are all related. The changes in Western Asset's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Western Asset's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Western Asset Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Western Asset. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its assets in municipal securities and other investments with similar economic characteristics, the interest on which is exempt from regular federal income tax but which may be subject to the federal alternative minimum tax. It normally invests in intermediate-term and long-term municipal securities that have remaining maturities from one to more than thirty years at the time of purchase.
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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Check out the analysis of Western Asset Correlation against competitors. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.