Western Asset Short Duration Inc ETF (WINC)
23.81
+0.05
(+0.22%)
USD |
NASDAQ |
May 03, 16:00
23.83
+0.02
(+0.06%)
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 |
|---|---|---|---|
| 0.29% | 0.10% | 10.71M | 1709.90 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 4.75% | 53.00% | -9.322M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks current income. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in fixed income securities. The fund may invest up to 35% of its assets in below investment grade securities with no more than 5% of the fund's assets permitted to be invested in fixed income securities whose highest rating is rated below BB- BY S&P, BB- by Fitch or Ba3 my Moody's. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | Medium Quality/Limited Sensitivity |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Category Name | Short-Term Bond |
| Category Index | Bloomberg US Govt/Credit 1-3 Yr TR USD |
| Global Category Name | US Fixed Income |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | Income |
| Fund Owner Firm Name | Franklin Templeton Investments |
| Prospectus Benchmark Index | |
| Bloomberg US Corp 1-3 Yr TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
| Manager Tenure | |
| Blanton Keh | 5.23 yrs |
| Kurt Halvorson | 5.23 yrs |
| Michael Buchanan | 5.23 yrs |
| Ryan Brist | 5.23 yrs |
| Dan Alexander | 2.67 yrs |
| Molly Schwartz | 0.17 yrs |
Performance Versus Category
As of May 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 03, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks current income. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in fixed income securities. The fund may invest up to 35% of its assets in below investment grade securities with no more than 5% of the fund's assets permitted to be invested in fixed income securities whose highest rating is rated below BB- BY S&P, BB- by Fitch or Ba3 my Moody's. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | Medium Quality/Limited Sensitivity |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Category Name | Short-Term Bond |
| Category Index | Bloomberg US Govt/Credit 1-3 Yr TR USD |
| Global Category Name | US Fixed Income |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | Income |
| Fund Owner Firm Name | Franklin Templeton Investments |
| Prospectus Benchmark Index | |
| Bloomberg US Corp 1-3 Yr TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
| Manager Tenure | |
| Blanton Keh | 5.23 yrs |
| Kurt Halvorson | 5.23 yrs |
| Michael Buchanan | 5.23 yrs |
| Ryan Brist | 5.23 yrs |
| Dan Alexander | 2.67 yrs |
| Molly Schwartz | 0.17 yrs |