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Upturn AI SWOT - About
Western Asset Short Duration Income ETF (WINC)
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Upturn Advisory Summary
08/14/2025: WINC (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 12.11% | Avg. Invested days 120 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.44 | 52 Weeks Range 22.75 - 24.27 | Updated Date 06/30/2025 |
52 Weeks Range 22.75 - 24.27 | Updated Date 06/30/2025 |
Upturn AI SWOT
Western Asset Short Duration Income ETF
ETF Overview
Overview
The Western Asset Short Duration Income ETF (WEST) seeks to provide current income while maintaining a focus on capital preservation. It primarily invests in a diversified portfolio of short-duration fixed-income securities, including investment-grade corporate bonds, government securities, and asset-backed securities.
Reputation and Reliability
Western Asset is a well-established fixed-income investment manager with a strong reputation and long track record.
Management Expertise
Western Asset has a team of experienced fixed-income professionals with expertise in short-duration strategies.
Investment Objective
Goal
To provide current income while focusing on capital preservation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but is actively managed to maintain a short duration and maximize income.
Composition The ETF primarily holds investment-grade corporate bonds, government securities, and asset-backed securities with short maturities.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 220000000
Competitors
Key Competitors
- BSCQ
- NEAR
- MINT
- FLOT
Competitive Landscape
The short-duration bond ETF market is competitive with several established players. WEST competes based on Western Asset's active management expertise and potential for higher income generation compared to passive ETFs. Its disadvantage may be higher expense ratios compared to index-tracking funds. Market share data not available.
Financial Performance
Historical Performance: Historical performance data is available on the fund's website but is dynamic and changes regularly. Past performance is not indicative of future results.
Benchmark Comparison: Benchmark comparisons can be made against short-term bond indexes, but specific data requires real-time updates.
Expense Ratio: 0.22
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, which can fluctuate based on market conditions.
Bid-Ask Spread
The bid-ask spread is generally tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and overall economic growth impact the ETF's performance.
Growth Trajectory
The ETF's growth is dependent on its ability to generate consistent income and manage risk in a changing interest rate environment; strategy and holdings are dynamically adjusted.
Moat and Competitive Advantages
Competitive Edge
WEST's competitive edge lies in Western Asset's active management approach, which aims to identify and capitalize on opportunities in the short-duration fixed-income market. Western Asset's expertise in credit analysis and risk management allows the fund to potentially generate higher income while maintaining a focus on capital preservation. Their global resources and established research process provide an advantage in navigating complex market conditions. They strive to outperform passively managed short-duration ETFs through careful security selection and duration management.
Risk Analysis
Volatility
WEST typically exhibits lower volatility than longer-duration bond funds due to its focus on short-term securities.
Market Risk
The ETF is subject to interest rate risk (rising rates can decrease the value of bond holdings) and credit risk (risk of default by bond issuers).
Investor Profile
Ideal Investor Profile
WEST is suitable for investors seeking current income, capital preservation, and lower volatility than traditional bond funds. Ideal for investors with a short-term investment horizon or those nearing retirement.
Market Risk
The ETF is best suited for long-term investors seeking stable income or those using it as a component of a diversified portfolio.
Summary
The Western Asset Short Duration Income ETF (WEST) aims to provide current income with a focus on capital preservation through active management of a diversified portfolio of short-duration fixed-income securities. It is managed by Western Asset, a well-regarded fixed-income investment manager, and its competitive edge lies in the company's expertise in credit analysis and risk management. WEST is suitable for investors seeking lower volatility than traditional bond funds, although it is still subject to interest rate and credit risks. However, due to its active management, it also typically has a higher expense ratio than similar passive ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Western Asset Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may not be readily available and is subject to change.
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 Short Duration Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.