Western Asset Inflation-Linked Opportunities and Income Fund (WIW)
8.44
-0.02
(-0.24%)
USD |
NYSE |
Apr 24, 16:00
8.435
0.00 (0.00%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
4.10% | -13.85% | 599.60M | 187165.1 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
10.67% | 16.00% | -26.13M | Upgrade |
Basic Info
Investment Strategy | |
The primary investment objective of the fund is to provide current income. Capital appreciation, when consistent with current income, is a secondary investment objective. Under normal market conditions and at the time of purchase, the Fund will invest at least 80% of its total managed assets in inflation-linked securities. |
General | |
Security Type | Closed-End Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | Inflation-Protected Bond |
Category Index | Bloomberg US Treasury US TIPS TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | Government Bond - Treasury |
Fund Owner Firm Name | Franklin Templeton Investments |
Prospectus Benchmark Index | |
Bloomberg US Govt Infl Lkd 1-10Y TR USD | 50.00% |
Bloomberg US Govt Infl Lkd TR USD | 50.00% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Michael Buchanan | 12.32 yrs |
Chia-Liang Lian | 8.93 yrs |
Frederick Marki | 7.67 yrs |
John Bellows | 0.08 yrs |
Ken Leech | 0.08 yrs |
Performance Versus Category
As of April 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 23, 2024.
Basic Info
Investment Strategy | |
The primary investment objective of the fund is to provide current income. Capital appreciation, when consistent with current income, is a secondary investment objective. Under normal market conditions and at the time of purchase, the Fund will invest at least 80% of its total managed assets in inflation-linked securities. |
General | |
Security Type | Closed-End Fund |
Equity Style | -- |
Fixed Income Style | -- |
Broad Asset Class | Taxable Bond |
Broad Category | Fixed Income |
Category Name | Inflation-Protected Bond |
Category Index | Bloomberg US Treasury US TIPS TR USD |
Global Category Name | US Fixed Income |
YCharts Categorization | US Fixed Income |
YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
Prospectus Objective | Government Bond - Treasury |
Fund Owner Firm Name | Franklin Templeton Investments |
Prospectus Benchmark Index | |
Bloomberg US Govt Infl Lkd 1-10Y TR USD | 50.00% |
Bloomberg US Govt Infl Lkd TR USD | 50.00% |
Broad Asset Class Benchmark Index | |
^BBUSATR | 100.0% |
Manager Tenure | |
Michael Buchanan | 12.32 yrs |
Chia-Liang Lian | 8.93 yrs |
Frederick Marki | 7.67 yrs |
John Bellows | 0.08 yrs |
Ken Leech | 0.08 yrs |