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 0.29% as of November 2025. 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. Check Western Asset Investment Grade Defined O (IGI) strategic investment index to assess the company's strategic physical and investment asset allocation.
Liquid Assets
Total Assets
Resilience Assessment
Asset Resilience Ratio Trend (2019–2025)
This chart shows how Western Asset Investment Grade Defined Opportunity Closed Fund's Asset Resilience Ratio has changed over time. See IGI equity financing ratio to measure how much of total assets are equity-financed.
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 market capitalisation and broader financial context, see Western Asset Investment Grade Defined O stock valuation.
Current Liquid Assets Breakdown
| Component | Amount | % of Total Assets |
|---|---|---|
| Cash & Equivalents | $0.00 | 0% |
| Short-term Investments | $313.39K | 0.29% |
| Total Liquid Assets | $313.39K | 0.29% |
Asset Resilience Insights
- Limited Liquidity: Western Asset Investment Grade Defined Opportunity Closed Fund maintains only 0.29% 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 |
|---|---|---|
|
IGM Financial Inc.
TO:IGM |
Asset Management | 11.25% |
|
Julius Baer Gruppe AG
SW:BAER |
Asset Management | 15.49% |
|
Groep Brussel Lambert NV
BR:GBLB |
Asset Management | 3.60% |
|
Caitong Securities Co Ltd
SHG:601108 |
Asset Management | 13.57% |
|
CI Financial Corp
TO:CIX |
Asset Management | 1.81% |
|
A.F.P. Provida
SN:PROVIDA |
Asset Management | 5.53% |
|
Australian United Investment Company Ltd
AU:AUI |
Asset Management | 0.01% |
|
Trinity Capital Inc
NASDAQ:TRIN |
Asset Management | 3.31% |
Annual Asset Resilience Ratio for Western Asset Investment Grade Defined Opportunity Closed Fund (2019–2025)
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