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Upturn AI SWOT - About
Western Asset Diversified Income Fund (WDI)
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Upturn Advisory Summary
03/27/2025: 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.
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 Stock | Historic Profit 18.08% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 753.00M USD | Price to earnings Ratio 10.69 | 1Y Target Price - |
Price to earnings Ratio 10.69 | 1Y Target Price - | ||
Volume (30-day avg) 181943 | Beta - | 52 Weeks Range 12.20 - 15.01 | Updated Date 03/27/2025 |
52 Weeks Range 12.20 - 15.01 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 13.45% | 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 10.69 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 10.47 |
Enterprise Value - | Price to Sales(TTM) 10.47 | ||
Enterprise Value to Revenue 15.45 | Enterprise Value to EBITDA - | Shares Outstanding 51788200 | Shares Floating - |
Shares Outstanding 51788200 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 30.68 |
Analyst Ratings
Rating 3 | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Western Asset Diversified Income Fund
Company Overview
History and Background
Western Asset Diversified Income Fund (WDI) is a closed-end management investment company. The fund seeks to provide high current income, with a secondary objective of capital appreciation. It has been operating for over a decade and is managed by Western Asset Management.
Core Business Areas
- Fixed Income Investments: Invests primarily in a diversified portfolio of fixed income securities, including U.S. Government securities, corporate bonds, mortgage-backed securities, and asset-backed securities.
Leadership and Structure
The fund is managed by Western Asset Management, a subsidiary of Franklin Templeton. Portfolio management teams oversee investment decisions.
Top Products and Market Share
Key Offerings
- Diversified Income Fund (WDI): A diversified portfolio of fixed income securities seeking high current income. Market share data for closed-end funds is less defined than for ETFs or mutual funds, but WDI competes with other multi-sector bond funds. Competitors include PIMCO funds, BlackRock funds, and other closed-end income funds. AUM as a rough gauge.
Market Dynamics
Industry Overview
The fixed income market is large and diverse, influenced by interest rates, economic growth, and credit spreads. Closed-end funds specializing in diversified income strategies compete in this space.
Positioning
WDI aims to deliver high current income through a diversified approach to fixed income investing. Competitive advantages may include the expertise of Western Asset's management team and access to a broad range of fixed income securities.
Total Addressable Market (TAM)
The TAM for fixed income investments is trillions of dollars. WDI's position is as a niche player within the broader fixed income market, targeting investors seeking high income from a diversified portfolio. Actual AUM is publicly available data. Fund factsheet is located on Franklin Templeton website.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Diversified portfolio
- Focus on high current income
- Established track record
Weaknesses
- Closed-end fund structure can lead to trading at a discount to NAV
- Vulnerability to interest rate fluctuations
- Dependence on management expertise
Opportunities
- Rising interest rate environment may increase income potential
- Growing demand for income-generating investments
- Expansion into new asset classes within fixed income
Threats
- Economic downturn could lead to credit losses
- Increased competition from other income-oriented funds
- Changes in regulations affecting fixed income investments
- Interest rate risk
Competitors and Market Share
Key Competitors
- PIMCO funds (various symbols)
- BlackRock funds (various symbols)
- Nuveen funds (various symbols)
Competitive Landscape
WDI competes with other closed-end funds and ETFs offering diversified income strategies. Competitive advantages may include its management expertise, diversified portfolio, and focus on high current income. Actual relative size varies based on AUM.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be assessed by examining the fund's NAV performance and asset growth over time.
Future Projections: Future growth projections are difficult to provide without access to proprietary analyst estimates. Growth will depend on market conditions and management's ability to generate income and capital appreciation.
Recent Initiatives: Recent initiatives may include changes to the portfolio allocation, expense ratio adjustments, or marketing efforts to attract new investors.
Summary
Western Asset Diversified Income Fund is a closed-end fund focused on delivering high current income through a diversified fixed income portfolio. Its strengths lie in its experienced management and diversification, but it faces challenges related to interest rate risk and closed-end fund discounts. The fund needs to carefully manage credit risk and adapt to changing market conditions. Its growth relies on its ability to generate competitive returns and attract investors seeking income.
Similar Companies
- PCI
- PDI
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Sources and Disclaimers
Data Sources:
- Fund Fact Sheet
- SEC Filings
- Financial News Websites (Yahoo Finance, Google Finance)
- Franklin Templeton Website
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share figures are estimates and may not be precise.
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 New York, NY, United States | ||
IPO Launch date 2021-06-25 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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