Western Asset is trading at 4.84 as of the 19th of July 2025; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 4.83. Western Asset has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in high yield debt securities. High yield securities are rated below investment grade and are commonly known as high yield or junk bonds. Its investments may include, but will not be limited to, high yield corporate debt securities and adjustable rate bank loans. More on Western Asset Short
Western Asset Short [SHIYX] is traded in USA and was established 19th of July 2025. Western Asset is listed under Franklin Templeton Investments category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Franklin Templeton Investments family. This fund at this time has accumulated 381.81 M in assets with minimum initial investment of 1000 K. Western Asset Short is currently producing year-to-date (YTD) return of 3.97% with the current yeild of 0.08%, while the total return for the last 3 years was 9.02%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Western Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Western Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Western Asset Short Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Western Mutual Fund
Western Asset financial ratios help investors to determine whether Western Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Western with respect to the benefits of owning Western Asset security.