Western Asset Investment Grade Defined Opportunity Trust
About: Western Asset Invstm Grd Dfnd Opp Tr Inc operates as a non-diversified closed-end management investment company. Its primary investment objective is to provide current income and then liquidate & distribute substantially all of the Fund's net assets to stockholders. As a secondary investment objective, the Fund will seek capital appreciation. The Fund seeks to achieve its investment objectives by investing at least 80% of its net assets in investment-grade corporate fixed-income securities of varying maturities.
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
14% more capital invested
Capital invested by funds: $20.6M [Q4 2024] → $23.5M (+$2.8M) [Q1 2025]
11.94% more ownership
Funds ownership: 11.67% [Q4 2024] → 23.61% (+11.94%) [Q1 2025]
7% more funds holding
Funds holding: 28 [Q4 2024] → 30 (+2) [Q1 2025]
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Research analyst outlook
We haven’t received any recent analyst ratings for IGI.
Financial journalist opinion
