WIW combines a statistically cheap valuation (PEG 0.12) with elite quality (Rule of 40 of 137, Piotroski 8/9) and 24% YoY growth, ranking as a peer-leading, best-in-class-margin business — though its small-cap size keeps it below institutional reach.
Thesis pillars
- Attractive Valuation Elite Peg→Stable
- Elite Rule Of 40 Quality→Stable
- Strong Revenue Growth Profile→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 5, 2026
Western Asset Inflation-Linked (WIW) Stock Analysis
Recovery setup
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $7.95, but acceptable to hold if already in. Reasons: Weak overall score: 4.9/10; Weak growth.
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. It is managed by Western Asset Management Company, Western Asset Management Company Limited, Western... Read more
Hold if already holding. Not a fresh buy at $7.95, but acceptable to hold if already in. Reasons: Weak overall score: 4.9/10; Weak growth. Chart setup: Death cross but MACD improving, RSI 63. Maintain position. Not compelling to add more. Score 4.9/10, moderate confidence.
Passes 6/9 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
3 floor-breakers·1 ceiling hit
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $7.95, but acceptable to hold if already in. Reasons: Weak overall score: 4.9/10; Weak growth. Chart setup: Death cross but MACD improving, RSI 63. Maintain position. Not compelling to add more. Default target $9.14 (+15.0%), stop $7.83 (−1.5%), A.R:R 0.0:1. Score 4.9/10, moderate confidence.
Default target: $9.14 (+15.0% upside). Default target $9.14 (+15.0%), stop $7.83 (−1.5%), A.R:R 0.0:1. Stop-loss: $7.83.
Weak overall score: 4.9/10; Weak growth; Negative momentum.
Western Asset Inflation-Linked trades at a P/E of 12.6 (forward N/A). TrendMatrix value score: 5.3/10. Verdict: Hold.
What does Western Asset Inflation-Linked do?Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched...
Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. It is managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Company Pte. Ltd. The fund invests in fixed income markets across the globe. It primarily invests in investment grade inflation-linked securities with an average effective duration of between zero and 15 years. The fund benchmarks the performance of its portfolio against the Barclays U.S. Government Inflation-Linked 1-10 Year Index and the Barclays U.S. Government Inflation-Linked All Maturities Index. Western Asset/Claymore Inflation-Linked Opportunities & Income Fund was formed on February 24, 2004 and is domiciled in the United States.