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Upturn AI SWOT - About
Western Asset Diversified Income Fund (WDI)
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Upturn Advisory Summary
06/30/2025: WDI (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 765.95M USD | Price to earnings Ratio 10.88 | 1Y Target Price - |
Price to earnings Ratio 10.88 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.45 - 15.84 | Updated Date 06/29/2025 |
52 Weeks Range 12.45 - 15.84 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 12.05% | Basic EPS (TTM) 1.36 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) -1835.04% |
Valuation
Trailing PE 10.88 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 10.65 |
Enterprise Value - | Price to Sales(TTM) 10.65 | ||
Enterprise Value to Revenue 15.63 | Enterprise Value to EBITDA - | Shares Outstanding 51788200 | Shares Floating - |
Shares Outstanding 51788200 | Shares Floating - | ||
Percent Insiders 0.03 | Percent Institutions 23.09 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Western Asset Diversified Income Fund
Company Overview
History and Background
Western Asset Diversified Income Fund Inc. (WDI) is a closed-end investment fund. The fund's investment objective is to seek high current income, with a secondary objective of capital appreciation. The fund was incepted in 2007.
Core Business Areas
- Fixed Income Investments: Primarily invests in a diverse portfolio of fixed income securities, including corporate bonds, government bonds, mortgage-backed securities, and emerging market debt. Aims to generate income through strategic asset allocation and active management.
Leadership and Structure
The fund is managed by Western Asset Management Company, LLC. Leadership consists of experienced portfolio managers and analysts specializing in fixed income markets. The fund operates as a closed-end fund with a board of directors.
Top Products and Market Share
Key Offerings
- Diversified Fixed Income Portfolio: WDI offers investors access to a diversified portfolio of fixed income securities across various sectors and geographies. Market share data is not directly applicable as WDI is a fund, but its performance is compared against similar fixed income funds. Competitors include other closed-end fixed income funds managed by firms like PIMCO, BlackRock, and Nuveen.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and overall economic conditions. Demand for income-generating assets is a key driver.
Positioning
WDI aims to provide higher income than traditional fixed income investments through active management and diversification. Its competitive advantage lies in Western Asset's expertise in fixed income markets and its global reach.
Total Addressable Market (TAM)
The TAM is the overall market for fixed income investments, which is trillions of dollars. WDI captures a small portion of this TAM, targeting investors seeking higher yield in a diversified manner.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Global reach in fixed income markets
- Potential for higher yield
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Sensitivity to interest rate changes
- Management fees
- Reliance on active management skill
Opportunities
- Rising interest rate environment (potentially beneficial for some fixed income strategies)
- Growing demand for income-generating assets
- Expansion into new fixed income sectors
- Increased investor education on closed-end funds
Threats
- Economic downturn
- Increased competition from other fixed income funds
- Changes in regulatory environment
- Interest rate volatility
Competitors and Market Share
Key Competitors
- PIMCO Income Strategy Fund (PFL)
- BlackRock Multi-Sector Income Trust (BIT)
- Nuveen Credit Strategies Income Fund (JQC)
Competitive Landscape
WDI competes with other closed-end funds based on performance, yield, and expense ratio. Each fund has its own investment strategy and risk profile.
Growth Trajectory and Initiatives
Historical Growth: Growth is linked to the performance of the underlying assets and the fund's ability to generate income. Historical performance can be found in annual reports and financial data providers.
Future Projections: Future growth is dependent on market conditions and the management team's investment strategy. Analyst estimates are not directly available for closed-end funds in the same way as for individual stocks.
Recent Initiatives: Recent initiatives may include adjusting portfolio allocations to adapt to changing market conditions.
Summary
Western Asset Diversified Income Fund seeks high current income through a diversified portfolio of fixed-income securities. Its strengths lie in experienced management and global reach, while weaknesses include potential NAV discounts and interest rate sensitivity. Future performance depends on market conditions and the fund's ability to generate income. Competition is fierce within the closed-end fund space, and investors should carefully consider the fund's risk profile and investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fund Fact Sheets
- Annual Reports
- Financial Data Providers (e.g., Bloomberg, Reuters)
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is estimated based on assets under management of similar funds. Past performance is not indicative of future results.
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 Diversified Income Fund
Exchange NYSE | Headquaters Pasadena, CA, United States | ||
IPO Launch date 2021-06-25 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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