WATFX Mutual Fund

WATFX Mutual Fund (Western Asset Core Bond Fund Class I) is managed by Franklin Templeton Investments (US) with $720.8M in net assets. WATFX expense ratio is 0.43%, holding 976 positions across sectors including Financials, Real Estate, Industrials. Inception date: 1990-09-04.

WATFX performance shows a YTD return of -3.17%. The 1-year return is -2.18% and the 5-year return is -1.26%. WATFX dividend yield stands at 4.68%, paid monthly.

WATFX top holdings include Us Tsy N/B 4.5% 08/15/39 (6.2%), United States Treasury Note/Bo 3.3750% Mat 11/15/2048 (4.2%), United States Treasury Note/Bo 4.0000% Mat 11/15/2052 (1.9%), Fannie Mae Pool (0.9%), Government National Mortgage Association Ser 2023-92 Cl Ah 2.00000000 (0.8%). Go to all WATFX holdings, WATFX sectors, or WATFX dividends.

WATFX can be compared against other funds. Use WATFX overlap to find shared positions, or WATFX vs another fund for a side-by-side view. WATFX alternatives are available via the screener, along with tax-loss harvesting opportunities.