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Upturn AI SWOT - About
Western Asset Short Duration Income ETF (WINC)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 8.59% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1856 | Beta 0.46 | 52 Weeks Range 22.56 - 24.12 | Updated Date 04/2/2025 |
52 Weeks Range 22.56 - 24.12 | Updated Date 04/2/2025 |
Upturn AI SWOT
Western Asset Short Duration Income ETF
ETF Overview
Overview
The Western Asset Short Duration Income ETF (WEST) seeks to maximize current income consistent with prudent investment management, primarily investing in short-duration investment-grade fixed income securities.
Reputation and Reliability
Western Asset is a well-established investment management firm with a long history and a reputation for expertise in fixed-income investing.
Management Expertise
Western Asset has a team of experienced fixed-income professionals with expertise in credit analysis, portfolio management, and risk management.
Investment Objective
Goal
To maximize current income consistent with prudent investment management by investing in a diversified portfolio of short-duration fixed-income securities.
Investment Approach and Strategy
Strategy: Actively managed ETF focusing on short-duration, investment-grade fixed income securities. The portfolio managers have flexibility to adjust duration, sector allocation, and security selection to optimize returns.
Composition Primarily invests in U.S. government securities, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: WEST's market share in the short-duration bond ETF sector is relatively small compared to larger, more established funds.
Total Net Assets (AUM): 344200000
Competitors
Key Competitors
- BSCI
- MINT
- NEAR
Competitive Landscape
The short-duration bond ETF market is competitive, with several large players offering similar investment strategies. WEST differentiates itself through Western Asset's active management and investment expertise. Advantages of WEST are access to Western Asset's research. A disadvantage is its smaller AUM relative to competitors, which might affect liquidity.
Financial Performance
Historical Performance: Historical performance data requires a longer-term analysis and is subject to change. Consult financial resources for up-to-date performance figures.
Benchmark Comparison: Benchmark comparison requires specific benchmark selection (e.g., Bloomberg US Aggregate Bond Index 1-3 Year).
Expense Ratio: 0.22
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, potentially affecting ease of entry and exit for larger investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable liquidity under normal market conditions.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence WEST's performance. Rising interest rates can negatively impact bond prices, while strong economic growth might increase credit risk.
Growth Trajectory
Growth trajectory depends on the ETF's ability to attract assets and maintain competitive performance. Continued inflows could enable further portfolio diversification.
Moat and Competitive Advantages
Competitive Edge
WEST benefits from Western Asset's established reputation and expertise in fixed-income management. The active management approach allows for flexibility in navigating changing market conditions. Western Asset's research capabilities and access to credit analysis differentiate the ETF. The ETF's focus on short-duration bonds helps manage interest rate risk. A strong track record of performance, although still young, could further enhance its competitive edge.
Risk Analysis
Volatility
WEST's volatility is expected to be lower than longer-duration bond funds due to its focus on short-term maturities.
Market Risk
Market risk includes interest rate risk (rising rates can decrease bond values) and credit risk (issuers may default on payments).
Investor Profile
Ideal Investor Profile
WEST is suited for risk-averse investors seeking current income and capital preservation. Investors looking for a relatively stable fixed-income investment to balance riskier assets might consider WEST.
Market Risk
WEST is best for long-term investors who prioritize income and capital preservation over high growth.
Summary
The Western Asset Short Duration Income ETF offers investors exposure to a diversified portfolio of short-duration fixed-income securities. Actively managed by Western Asset, the ETF aims to maximize income while managing risk. Its short-duration focus helps mitigate interest rate sensitivity. However, its market share is smaller than that of its larger competitors. Therefore it can be considered a solid choice for investors seeking conservative fixed-income exposure and lower volatility.
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Sources and Disclaimers
Data Sources:
- Western Asset Management Website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult a financial advisor before making any investment decisions.
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.
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