Summary
SBI Chart
Western Asset Intermediate Bond Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 12,500 | $102,500 | $98,415 | -$4,085 | -3.99% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 27,928 | $225,400.51 | $219,653.72 | -$5,746.79 | -2.55% |
 Jeff Ameen Spire Wealth Management | 330 | $3,224.1 | $2,593.8 | -$630.3 | -19.55% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 275,915 | $2.15M | $2.17M | $23,667.55 | 1.1% |
 Jennifer Grunberg Allspring Global Investments Holdings LLC | 172,051 | $1.65M | $1.35M | -$298,354.64 | -18.07% |
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Western Asset Intermediate Bond Fund Profile
| NYSE Exchange | US Country |
Overview
Western Asset Intermediate Bond Fund is a mutual fund dedicated to investing primarily in intermediate-term, investment-grade fixed income securities. The fund focuses on achieving total return through a combination of income generation and capital appreciation. Its portfolio is concentrated on high-quality securities, which include U.S. Treasury and government bonds, as well as carefully selected corporate debt instruments. The fund aims for an effective duration that situates it between short- and long-term bonds, allowing for balanced risk exposure. Managed by Western Asset, the fund follows an active, team-based management strategy that carefully navigates credit quality and interest rate risk. The objective is to consistently perform in alignment with peers within the intermediate core bond category. With a focus on high credit quality holdings and reduced sensitivity to interest rate fluctuations, the fund serves as a viable option for investors looking for moderate risk exposure and diversification within larger fixed income allocations. Its market significance lies in offering professionally managed access to a diversified pool of bonds, supporting investment goals centered around income generation and capital preservation within the broader bond market.
Products and Services
- Intermediate-Term Bond Investments:
The fund primarily invests in intermediate-term fixed income securities, balancing income and growth potential through a carefully curated selection of high-quality bonds.
- Investment-Grade Securities:
Focuses on investment-grade issues, ensuring that the bonds within the portfolio maintain a high credit quality, which is pivotal for risk-averse investors seeking stable returns.
- Diversified Portfolio:
By including a variety of securities such as U.S. Treasuries, government bonds, and select corporate debt, the fund creates a diversified investment landscape that reduces risk exposure.
- Active Management Strategy:
Managed by an experienced team at Western Asset, the fund employs an active management approach that continuously assesses market conditions to optimize credit quality and interest rate risk.
- Focus on Total Return:
The fund aims to generate a total return through income and capital appreciation, striving to meet the financial goals of different investors.
- Moderate Risk Exposure:
With an emphasis on high credit quality and limited interest rate sensitivity, the fund targets moderate risk levels suitable for investors looking to balance growth with stability.
- Investment in Capital Preservation:
The fund’s strategy supports capital preservation objectives, making it an attractive option for conservative investors prioritizing asset protection along with income.
