Western Asset Investment Grade Defined Opportunity Closed Fund Asset Resilience Ratio
Western Asset Investment Grade Defined Opportunity Closed Fund asset resilience ratio. Western Asset Investment Grade Defined Opportunity Closed Fund (IGI) has an Asset Resilience Ratio of 0.40% as of May 2026. The Asset Resilience Ratio measures the percentage of a company's total assets that are held in liquid form (cash and short-term investments). This metric indicates how well-positioned the company is to handle unexpected financial challenges, economic downturns, or strategic opportunities without requiring external financing. See defensive interval ratio of Western Asset Investment Grade Defined O to measure how many days the company can operate on defensive assets alone.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio of Western Asset Investment Grade Defined Opportunity Closed Fund (2019–2025)
Asset resilience ratio of Western Asset Investment Grade Defined Opportunity Closed Fund from 2019 to 2025. This chart shows how Western Asset Investment Grade Defined Opportunity Closed Fund's Asset Resilience Ratio has changed over time. Read Western Asset Investment Grade Defined O (IGI) total liabilities for a breakdown of total debt and financial obligations.
Liquid Assets Composition Over Time
This chart breaks down Western Asset Investment Grade Defined Opportunity Closed Fund's liquid assets into cash & equivalents and short-term investments, showing how the composition has evolved over time. For the complete balance sheet picture, see balance sheet size of Western Asset Investment Grade Defined O.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 0% |
| Short-term Investments | $425.31K | 0.4% |
| Total Liquid Assets | $425.31K | 0.40% |
Asset Resilience Insights
- Limited Liquidity: Western Asset Investment Grade Defined Opportunity Closed Fund maintains only 0.40% of assets in liquid form.
- This low level may indicate efficient asset utilization but could pose risks during economic downturns.
- The company has significant short-term investments, indicating active treasury management.
Western Asset Investment Grade Defined Opportunity Closed Fund Industry Peers by Asset Resilience Ratio
Compare Western Asset Investment Grade Defined Opportunity Closed Fund's asset resilience ratio with other companies in the same industry.
| Company | Industry | Asset Resilience Ratio |
|---|---|---|
|
Ameriprise Financial Inc
NYSE:AMP |
Asset Management | 20.26% |
|
IGM Financial Inc.
TO:IGM |
Asset Management | 12.70% |
|
Argo Investments Ltd
AU:ARG |
Asset Management | 0.46% |
|
Anxin Trust Co Ltd
SHG:600816 |
Asset Management | 36.21% |
|
L1 Group Limited
AU:L1G |
Asset Management | 21.83% |
|
A.F.P. Provida
SN:PROVIDA |
Asset Management | 5.53% |
|
A.F.P. Habitat
SN:HABITAT |
Asset Management | 7.59% |
|
United Corporations Limited
TO:UNC |
Asset Management | 1.66% |
Western Asset Investment Grade Defined Opportunity Closed Fund Asset Resilience Ratio by Year (2019–2025)
Western Asset Investment Grade Defined Opportunity Closed Fund asset resilience ratio by year from 2019 to 2025. The table below shows the annual Asset Resilience Ratio data for Western Asset Investment Grade Defined Opportunity Closed Fund.
| Year | Asset Resilience Ratio (%) | Liquid Assets | Total Assets | Change |
|---|---|---|---|---|
| 2025-11-30 | 0.29% | $313.39K | $107.12 Million | -0.22pp |
| 2024-11-30 | 0.52% | $554.47K | $107.19 Million | -0.16pp |
| 2023-11-30 | 0.68% | $1.26 Million | $186.17 Million | +0.23pp |
| 2022-11-30 | 0.44% | $838.03K | $188.74 Million | -0.58pp |
| 2021-11-30 | 1.02% | $2.39 Million | $234.61 Million | +0.69pp |
| 2020-11-30 | 0.33% | $781.60K | $240.37 Million | -0.63pp |
| 2019-11-30 | 0.95% | $2.21 Million | $231.57 Million | -- |
About Western Asset Investment Grade Defined Opportunity Closed Fund
Western Asset Investment Grade Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte. Ltd, Western Asset Management Company Ltd., and Western Asset Management Company Limited. The fund invests in fixed income markets of the United Sta… Read more