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Western Asset Institutional Tax Free Reserves Institutional Shares – CIFXX Fund Overview

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

Market data as of 6:26PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - CIFXX

The investment seeks a high level of current income exempt from federal income taxes, preservation of capital and liquidity. The fund invests at least 80% of its assets in short-term high quality municipal obligations and interests in municipal obligations that pay interest that is exempt from federal income tax, including the federal alternative minimum tax. It may invest up to 20% of its assets in investments that pay interest that may be subject to regular federal income tax and/or the federal alternative minimum tax, although for temporary or defensive purposes, the fund may invest an unlimited amount in such securities. The fund is non-diversified.

Growth of $10,000 (10 Years)

Total Return1.72%
Yield (Trailing 12 Mo.)0.02%
Expense Ratio0.31%
Front LoadNone
Deferred LoadNone
Minimum Investment$1,000,000
Management Tenure18 Years
Fund Inception05/21/1997

Trailing Total Returns - CIFXX

as of 02/28/2015
TimeframeCIFXXS&P 500Money Market-Tax-Free
1 Month0.00%5.75%0.00%
3 Month0.00%2.31%0.01%
1 Year0.02%15.51%0.01%
3 Year0.04%18.00%0.02%
5 Year0.09%16.18%0.02%
10 Year1.16%7.99%1.00%
Since Inception1.72%10.71%--

Sector Allocation - CIFXX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - CIFXX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock--
Foreign Bond--
Total Net Assets$565.30M
Total Stock Holdings0
Total Bond Holdings210

Top Ten Holdings - CIFXX

as of 02/28/2015
CompanyYTD Return% of Assets
Nassau Health Care Corp N Y Re Var Rev B--2.11%
Cobb Cnty Ga Hsg Auth--2.07%
Vancouver Wash Hsg Auth--1.96%
Indiana St Fin Auth--1.79%
Chicago Ill Tax Increment Sn Lien T--1.77%
Sacramento Cnty Calif Hsg Auth--1.53%
Huntsville Ala Health Care Aut Com 0.05%--1.49%
Montgomery Cnty Pa Go Bds--1.43%
Massachusetts St Health & Edl Var Rev B--1.41%
Fla Hsg Fin Corp Multifamily M Var 1.53%--1.33%

Valuation & Growth - CIFXX

as of 02/28/2015
ValuationCIFXXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - CIFXX, 3 Year

Ratingvs Category
Key:  Lo 

Tax Analysis - CIFXX, 3 Year Avg

Pretax Return0.04%
Tax-adjusted Return0.02%
Tax Cost Ratio0.01%
Potential Cap Gains0.01%

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