Western Asset Investment Grade Defined Opportunity Trust
IGI
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
13% more capital invested
Capital invested by funds: $23.5M [Q1] → $26.5M (+$3.09M) [Q2]
3.1% more ownership
Funds ownership: 23.61% [Q1] → 26.71% (+3.1%) [Q2]
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 30 [Q1] → 29 (-1) [Q2]
Financial journalist opinion
