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Upturn AI SWOT - About
Western Asset Bond ETF (WABF)
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Upturn Advisory Summary
10/24/2025: WABF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.73% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.64 - 25.26 | Updated Date 06/30/2025 |
52 Weeks Range 23.64 - 25.26 | Updated Date 06/30/2025 |
Upturn AI SWOT
Western Asset Bond ETF
ETF Overview
Overview
The Western Asset Bond ETF aims to provide current income and long-term capital appreciation by investing primarily in a diversified portfolio of investment-grade U.S. dollar-denominated fixed-income securities.
Reputation and Reliability
Western Asset is a well-regarded fixed-income investment manager with a long track record and established expertise.
Management Expertise
The management team consists of experienced fixed-income professionals with a deep understanding of credit markets.
Investment Objective
Goal
To provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an actively managed strategy, selecting securities based on fundamental research and macroeconomic analysis.
Composition The ETF primarily holds investment-grade U.S. dollar-denominated fixed-income securities, including corporate bonds, government bonds, and mortgage-backed securities.
Market Position
Market Share: The ETF has a moderate market share within the broad investment-grade bond ETF category.
Total Net Assets (AUM): 750000000
Competitors
Key Competitors
- AGG
- LQD
- BND
Competitive Landscape
The investment-grade bond ETF market is highly competitive, with several large, established players. Western Asset Bond ETF differentiates itself through its active management approach. Advantages include the potential for outperformance, but disadvantages include higher expense ratios and potential for underperformance relative to passive benchmarks.
Financial Performance
Historical Performance: Historical performance data is not provided in this prompt. Refer to investment resources for performance data.
Benchmark Comparison: Benchmark comparison data is not provided in this prompt. Refer to investment resources for benchmark comparisons.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with an average trading volume indicative of its market presence.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and credit spreads significantly impact the ETF's performance.
Growth Trajectory
Growth trends are dependent on the fund manager's investment strategy and prevailing market conditions; changes to strategy will influence future holdings.
Moat and Competitive Advantages
Competitive Edge
Western Asset Bond ETF's primary competitive advantage lies in its active management, which aims to outperform passive bond benchmarks. The investment team's expertise in credit analysis and macroeconomic forecasting can potentially generate alpha. This approach may be attractive to investors seeking higher returns than what's offered by passive strategies. However, active management comes with higher fees and the risk of underperformance.
Risk Analysis
Volatility
Volatility is moderate, reflecting the inherent volatility of fixed-income markets and the ETF's active management strategy.
Market Risk
Market risk includes interest rate risk, credit risk, and liquidity risk, which can impact the value of the underlying bond holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks current income, long-term capital appreciation, and is comfortable with the risks associated with active bond management. The investor will have an understanding and believe in the active fixed-income fund manager's approach.
Market Risk
Western Asset Bond ETF is suitable for long-term investors seeking income and capital appreciation and not primarily for active traders.
Summary
Western Asset Bond ETF offers exposure to a diversified portfolio of investment-grade bonds through active management, with the aim of outperforming passive benchmarks. While benefiting from the experience of Western Asset's fixed-income professionals, investors face potentially higher fees and the risk of underperformance. The fund is suitable for long-term investors seeking income and capital appreciation. Its performance is significantly influenced by changes in interest rates, credit spreads, and overall market sentiment. Overall, the fund looks to be a good long term stable investment, however some investor are better off looking at similar passive ETFs with lower management costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer Website
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market data is dynamic and may change frequently.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Western Asset Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in a portfolio comprised of debt instruments and fixed income securities of various maturities. The fund may also invest in credit-linked securities.
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