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CARXX:NASDAQ

Western Asset Institutional Cash Reserves Institutional Shares – CARXX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
1.000.00 (0.00%)1.00 - 1.000.0

Market data as of 8:01PM 12/19/14. Quotes are delayed by at least 15 min.

Overview - CARXX

The investment seeks to provide shareholders with liquidity and as high a level of current income as is consistent with preservation of capital. The fund is a money market fund that invests in high quality, U.S. dollar-denominated short-term debt securities that, at the time of purchase, are rated by one or more rating agencies in the highest short-term rating category or, if not rated, are determined by the subadviser to be of equivalent quality. It may invest in all types of money market instruments, including bank obligations, commercial paper and asset-backed securities, structured investments, repurchase agreements and other short-term debt securities.

Growth of $10,000 (10 Years)

Total Return1.66%
Yield (Trailing 12 Mo.)0.06%
Expense Ratio0.22%
Front LoadNone
Deferred LoadNone
Minimum Investment$1,000,000
Management Tenure17 Years
Fund Inception09/10/2002

Trailing Total Returns - CARXX

as of 11/30/2014
TimeframeCARXXS&P 500Money Market-Taxable
1 Month0.00%2.69%0.00%
3 Month0.01%3.72%0.00%
Year-to-Date0.06%13.98%0.01%
1 Year0.06%16.86%0.01%
3 Year0.12%20.93%0.02%
5 Year0.15%15.96%0.02%
10 Year1.78%8.06%1.41%
Since Inception1.66%10.71%--

Sector Allocation - CARXX

as of 11/30/2014
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - CARXX

as of 11/30/2014
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
2.662.66
Other0.01
 
 
1.631.63
Foreign Stock0.00
 
 
0.000.00
Foreign Bond0.00
 
 
0.000.00
Total0.014.294.29
Cash0.00
 
 
95.7195.71
Total Net Assets$8.52B
Total Stock Holdings0
Total Bond Holdings3

Top Ten Holdings - CARXX

as of 11/30/2014
CompanyYTD Return% of Assets
Skandinaviska Enskilda Cayman 0.050%--3.02%
Dnb Nor Bank Asa 0.050%--2.79%
Federal Reserve Bank Of New York Tri-Party Repurchase Agreement Dated 8/29/--2.34%
Standard Chartered Bank Ny 0.050%--2.20%
Lloyds Bank Plc 0.050%--2.02%
U.S. Treasury Notes 0.075%--1.96%
Svenska Handelsbanken Grand Cayman 0.050%--1.76%
Natixis Grand Cayman 0.060%--1.70%
Societe Generale N.A 0.245%--1.35%
Nordea Finland Grand Cayman 0.040%--1.32%

Valuation & Growth - CARXX

as of 11/30/2014
ValuationCARXXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - CARXX, 3 Year

Ratingvs Category
Overall
Risk
Return
Key:  Lo 
 Hi

Tax Analysis - CARXX, 3 Year Avg

Pretax Return0.12%
Tax-adjusted Return0.07%
Tax Cost Ratio0.05%
Potential Cap Gains0.00%

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