Western Asset Inflation-Linked Opportunities and Income Fund (WIW)
8.405
-0.02
(-0.18%)
USD |
NYSE |
Apr 16, 16:00
8.405
0.00 (0.00%)
After-Hours: 19:17
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 4.10% | -14.60% | 603.28M | 185188.6 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 10.71% | 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 15, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 15, 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 |