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Western Asset Investment Grade Income Fund Inc.

CIK: 0000075398 PAI Fixed Income
Report date: 2026-05-28
AUM $124M
Expense Ratio
Category Fixed Income
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-28

Holdings

From latest SEC N-PORT filing · US-listed stocks only

166 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 T AT&T Inc Since 2026-07-07 00206RMZ2 Debt
0.04%
$0.05 50,000
2 MET MetLife Inc. Since 2026-07-07 59156RAP3 Debt
0.95%
$1.18 1,150,000
3 HBAN Huntington Bancshares Incorporated Since 2026-07-07 446150BL7 Debt
0.28%
$0.35 360,000
4 FCX Freeport-McMoRan Inc. Since 2026-07-07 35671DBC8 Debt
0.16%
$0.20 210,000
5 UPS United Parcel Service, Inc. Since 2026-07-07 911312CK0 Debt
0.15%
$0.18 180,000
6 KMI Kinder Morgan, Inc. Since 2026-07-07 28368EAD8 Debt
1.84%
$2.28 2,000,000
7 AMZN Amazon.com, Inc. Since 2026-07-07 023135DH6 Debt
0.10%
$0.13 130,000
8 SCCO Southern Copper Corporation Since 2026-07-07 84265VAG0 Debt
0.35%
$0.43 470,000
9 JPM JPMorgan Chase & Co. Since 2026-07-07 46625HJM3 Debt
0.35%
$0.44 440,000
10 ABNB Airbnb Inc Since 2026-07-07 009066AD3 Debt
0.10%
$0.12 120,000
11 HSBC HSBC Holdings PLC Since 2026-07-07 404280ES4 Debt
0.30%
$0.37 370,000
12 HSBC HSBC Holdings PLC Since 2026-07-07 404280FJ3 Debt
0.30%
$0.37 370,000
13 UBER Uber Technologies Inc Since 2026-07-07 90353TAU4 Debt
0.16%
$0.20 210,000
14 HSBC HSBC Holdings PLC Since 2026-07-07 404280DV8 Debt
0.72%
$0.89 840,000
15 AMGN Amgen Inc. Since 2026-07-07 031162DU1 Debt
0.09%
$0.11 110,000
16 GOOG Alphabet Inc. Since 2026-07-07 02079KBN6 Debt
0.10%
$0.13 130,000
17 RZB Reinsurance Group of America, Incorporated Since 2026-07-07 759351AV1 Debt
0.09%
$0.12 120,000
18 UBS UBS Group AG Since 2026-07-07 902613BW7 Debt
0.39%
$0.48 500,000
19 PHM PULTEGROUP INC Since 2026-07-07 745867AZ4 Debt
0.06%
$0.08 80,000
20 RCL Royal Caribbean Cruises Ltd. Since 2026-07-07 78017TAD5 Debt
0.05%
$0.07 70,000
21 UBS UBS Group AG Since 2026-07-07 225401AZ1 Debt
0.33%
$0.41 380,000
22 GOOG Alphabet Inc. Since 2026-07-07 02079KAY3 Debt
0.01%
$0.01 10,000
23 INTC Intel Corporation Since 2026-07-07 458140BM1 Debt
0.01%
$0.01 10,000
24 CAT Caterpillar Inc Since 2026-07-07 149123CE9 Debt
0.15%
$0.19 220,000
25 SNPS Synopsys Inc Since 2026-07-07 871607AG2 Debt
0.10%
$0.12 130,000
26 INTC Intel Corporation Since 2026-07-07 458140AT7 Debt
0.09%
$0.11 130,000
27 AVGO Broadcom Inc Since 2026-07-07 11135FCX7 Debt
0.15%
$0.18 190,000
28 VZ Verizon Communications Inc. Since 2026-07-07 92343VDV3 Debt
0.48%
$0.59 630,000
29 UBS UBS Group AG Since 2026-07-07 225401BG2 Debt
0.20%
$0.24 230,000
30 VSNT Versant Media Group Inc. Since 2026-07-07 925283AA1 Debt
0.06%
$0.07 70,000
31 T AT&T Inc Since 2026-07-07 00206RJH6 Debt
0.10%
$0.13 150,000
32 JPM JPMorgan Chase & Co. Since 2026-07-07 46647PES1 Debt
0.25%
$0.30 310,000
33 MET MetLife Inc. Since 2026-07-07 59156RCQ9 Debt
0.23%
$0.28 280,000
34 RCL Royal Caribbean Cruises Ltd. Since 2026-07-07 78017TAB9 Debt
0.10%
$0.12 120,000
35 CCL Carnival Corporation Since 2026-07-07 143658BY7 Debt
0.41%
$0.50 500,000
36 AVGO Broadcom Inc Since 2026-07-07 11135FDD0 Debt
0.03%
$0.04 40,000
37 GOOG Alphabet Inc. Since 2026-07-07 02079KBA4 Debt
0.07%
$0.09 90,000
38 USB U.S. Bancorp. Since 2026-07-07 91159HJY7 Debt
0.50%
$0.62 630,000
39 RNR Renaissancere Holdings Ltd. Since 2026-07-07 75968NAE1 Debt
0.16%
$0.20 190,000
40 TRGP Targa Resources Corp. Since 2026-07-07 87612GAK7 Debt
0.24%
$0.30 300,000
41 SJM The J M Smucker Company Since 2026-07-07 832696AX6 Debt
0.20%
$0.24 230,000
42 AMZN Amazon.com, Inc. Since 2026-07-07 023135DJ2 Debt
0.19%
$0.23 230,000
43 MET MetLife Inc. Since 2026-07-07 59156RCR7 Debt
0.28%
$0.34 350,000
44 AMGN Amgen Inc. Since 2026-07-07 031162DT4 Debt
0.23%
$0.29 300,000
45 HUM Humana Inc. Since 2026-07-07 444859AZ5 Debt
0.08%
$0.09 80,000
46 T AT&T Inc Since 2026-07-07 00206RGQ9 Debt
0.06%
$0.08 80,000
47 META Meta Platforms Inc Since 2026-07-07 30303MAD4 Debt
0.23%
$0.28 290,000
48 TD The Toronto-Dominion Bank Since 2026-07-07 89116CKP1 Debt
0.16%
$0.20 200,000
49 GM General Motors Company Since 2026-07-07 37045VAK6 Debt
0.15%
$0.18 170,000
50 MU Micron Technology Inc. Since 2026-07-07 595112CH4 Debt
0.13%
$0.16 150,000
51 APO Apollo Global Management Inc Since 2026-07-07 03769MAG1 Debt
0.37%
$0.46 460,000
52 MS Morgan Stanley Since 2026-07-07 61747YFB6 Debt
0.04%
$0.05 50,000
53 GEV GE Vernova Inc. Since 2026-07-07 36828AAB7 Debt
0.10%
$0.13 130,000
54 AAPL Apple Inc. Since 2026-07-07 037833DG2 Debt
0.21%
$0.26 330,000
55 MO Altria Group, Inc. Since 2026-07-07 02209SAV5 Debt
0.20%
$0.24 330,000
56 HSBC HSBC Holdings PLC Since 2026-07-07 404280FM6 Debt
0.33%
$0.41 420,000
57 KR The Kroger Co. Since 2026-07-07 501044DW8 Debt
0.10%
$0.12 130,000
58 AXP American Express Company Since 2026-07-07 025816EH8 Debt
0.23%
$0.28 270,000
59 AMGN Amgen Inc. Since 2026-07-07 031162DR8 Debt
0.61%
$0.76 740,000
60 SNPS Synopsys Inc Since 2026-07-07 871607AD9 Debt
0.11%
$0.13 130,000
61 GOOG Alphabet Inc. Since 2026-07-07 02079KAZ0 Debt
0.08%
$0.10 100,000
62 MFC Manulife Financial Corporation Since 2026-07-07 56501RAX4 Debt
0.39%
$0.48 490,000
63 MS Morgan Stanley Since 2026-07-07 61748UAT9 Debt
0.59%
$0.73 750,000
64 INTC Intel Corporation Since 2026-07-07 458140BN9 Debt
0.04%
$0.05 60,000
65 MT ArcelorMittal S.A. Since 2026-07-07 03938LBE3 Debt
0.13%
$0.17 160,000
66 MRP MILLROSE PROPERTIES INC Since 2026-07-07 601137AA0 Debt
0.15%
$0.18 180,000
67 UBS UBS Group AG Since 2026-07-07 902613BE7 Debt
0.26%
$0.33 290,000
68 RCL Royal Caribbean Cruises Ltd. Since 2026-07-07 78017TAC7 Debt
0.09%
$0.12 120,000
69 SCHW The Charles Schwab Corporation Since 2026-07-07 808513CH6 Debt
0.52%
$0.64 600,000
70 HXL Hexcel Corporation Since 2026-07-07 428291AP3 Debt
0.22%
$0.28 270,000
71 ABT Abbott Laboratories Since 2026-07-07 002824BV1 Debt
0.11%
$0.14 140,000
72 CME CME Group Inc. Since 2026-07-07 12572QAF2 Debt
0.35%
$0.43 440,000
73 ABNB Airbnb Inc Since 2026-07-07 009066AE1 Debt
0.15%
$0.19 190,000
74 PRU Prudential Financial, Inc. Since 2026-07-07 744320BP6 Debt
0.10%
$0.12 120,000
75 SYK Stryker Corporation Since 2026-07-07 863667BM2 Debt
0.21%
$0.26 260,000
76 DVN Devon Energy Corporation Since 2026-07-07 25179MAL7 Debt
0.25%
$0.31 320,000
77 MS Morgan Stanley Since 2026-07-07 61747YES0 Debt
0.10%
$0.13 130,000
78 RJF Raymond James Financial Inc. Since 2026-07-07 754730AK5 Debt
0.06%
$0.08 80,000
79 C Citigroup Inc. Since 2026-07-07 172967EW7 Debt
0.25%
$0.31 251,000
80 DVN Devon Energy Corporation Since 2026-07-07 25179MBH5 Debt
0.10%
$0.12 130,000
81 HSBC HSBC Holdings PLC Since 2026-07-07 404280BP3 Debt
0.24%
$0.30 300,000
82 INTC Intel Corporation Since 2026-07-07 458140CJ7 Debt
0.04%
$0.06 60,000
83 GOOG Alphabet Inc. Since 2026-07-07 02079KBQ9 Debt
0.10%
$0.12 120,000
84 T AT&T Inc Since 2026-07-07 00206RCG5 Debt
0.15%
$0.18 210,000
85 GOOG Alphabet Inc. Since 2026-07-07 02079KAM9 Debt
0.19%
$0.24 250,000
86 USB U.S. Bancorp. Since 2026-07-07 91159HJN1 Debt
0.25%
$0.31 300,000
87 GILD Gilead Sciences Inc. Since 2026-07-07 375558BD4 Debt
0.04%
$0.04 50,000
88 JPM JPMorgan Chase & Co. Since 2026-07-07 46647PFC5 Debt
0.38%
$0.47 460,000
89 MRP MILLROSE PROPERTIES INC Since 2026-07-07 601137AB8 Debt
0.22%
$0.28 280,000
90 UAL United Airlines Holdings Inc Since 2026-07-07 910047AL3 Debt
0.11%
$0.14 140,000
91 C Citigroup Inc. Since 2026-07-07 172967242 Equity (Preferred)
0.21%
$0.26 10,650
92 AMZN Amazon.com, Inc. Since 2026-07-07 023135DF0 Debt
0.12%
$0.15 150,000
93 PRU Prudential Financial, Inc. Since 2026-07-07 744320BL5 Debt
0.14%
$0.18 170,000
94 C Citigroup Inc. Since 2026-07-07 172967HA2 Debt
0.32%
$0.40 370,000
95 L Loews Corporation Since 2026-07-07 540424AU2 Debt
0.09%
$0.11 110,000
96 C Citigroup Inc. Since 2026-07-07 172967DR9 Debt
0.34%
$0.42 404,000
97 AMZN Amazon.com, Inc. Since 2026-07-07 023135DG8 Debt
0.14%
$0.17 170,000
98 GOOG Alphabet Inc. Since 2026-07-07 02079KBP1 Debt
0.02%
$0.02 20,000
99 WM Waste Management, Inc. Since 2026-07-07 94106LCC1 Debt
0.26%
$0.32 320,000
100 ICE Intercontinental Exchange Inc Since 2026-07-07 45866FAY0 Debt
0.19%
$0.23 260,000
101 AMZN Amazon.com, Inc. Since 2026-07-07 023135BM7 Debt
0.19%
$0.23 300,000
102 HSBC HSBC Holdings PLC Since 2026-07-07 404280ED7 Debt
0.28%
$0.35 340,000
103 T AT&T Inc Since 2026-07-07 00206RDE9 Debt
0.04%
$0.05 50,000
104 RJF Raymond James Financial Inc. Since 2026-07-07 754730AG4 Debt
0.06%
$0.07 70,000
105 ROL Rollins Inc Since 2026-07-07 775711AC8 Debt
0.09%
$0.11 110,000
106 APH Amphenol Corporation Since 2026-07-07 032095BB6 Debt
0.08%
$0.10 110,000
107 CMCSA Comcast Corporation Since 2026-07-07 20030NAX9 Debt
0.81%
$1.00 950,000
108 CI The Cigna Group Since 2026-07-07 125523AJ9 Debt
0.21%
$0.26 280,000
109 HAL Halliburton Company Since 2026-07-07 406216BK6 Debt
0.14%
$0.18 200,000
110 ARES Ares Management Corporation Since 2026-07-07 03990BAB7 Debt
0.13%
$0.16 180,000
111 AMZN Amazon.com, Inc. Since 2026-07-07 023135CV6 Debt
0.20%
$0.24 250,000
112 ALL The Allstate Corporation Since 2026-07-07 020002AU5 Debt
0.40%
$0.49 480,000
113 SCHW The Charles Schwab Corporation Since 2026-07-07 808513CE3 Debt
0.22%
$0.27 260,000
114 AXP American Express Company Since 2026-07-07 025816CH0 Debt
0.16%
$0.20 200,000
115 MS Morgan Stanley Since 2026-07-07 61747YGA7 Debt
0.17%
$0.21 210,000
116 MS Morgan Stanley Since 2026-07-07 617482V92 Debt
0.08%
$0.10 90,000
117 META Meta Platforms Inc Since 2026-07-07 30303M8X3 Debt
0.31%
$0.38 400,000
118 MU Micron Technology Inc. Since 2026-07-07 595112CE1 Debt
0.13%
$0.16 150,000
119 WOOF Petco Health and Wellness Company Inc Since 2026-07-07 71601VAA3 Debt
0.06%
$0.07 70,000
120 BHC Bausch Health Companies Inc. Since 2026-07-07 071734AH0 Debt
0.05%
$0.07 80,000
121 ACM AECOM Since 2026-07-07 00766TAE0 Debt
0.19%
$0.23 230,000
122 C Citigroup Inc. Since 2026-07-07 172967QJ3 Debt
0.19%
$0.23 230,000
123 MO Altria Group, Inc. Since 2026-07-07 02209SBD4 Debt
0.71%
$0.88 870,000
124 GILD Gilead Sciences Inc. Since 2026-07-07 375558AS2 Debt
0.05%
$0.06 60,000
125 PM Philip Morris International Inc. Since 2026-07-07 718172AP4 Debt
0.07%
$0.09 100,000
126 CMCSA Comcast Corporation Since 2026-07-07 20030NAV3 Debt
0.14%
$0.18 160,000
127 TRGP Targa Resources Corp. Since 2026-07-07 87612GAB7 Debt
0.11%
$0.13 160,000
128 SNPS Synopsys Inc Since 2026-07-07 871607AE7 Debt
0.15%
$0.18 180,000
129 LUV Southwest Airlines Co. Since 2026-07-07 844741BM9 Debt
0.28%
$0.35 370,000
130 FLL Full House Resorts Inc. Since 2026-07-07 359678AC3 Debt
0.39%
$0.48 530,000
131 APH Amphenol Corporation Since 2026-07-07 032095BA8 Debt
0.19%
$0.23 240,000
132 BRSL Brightstar Lottery PLC Since 2026-07-07 460599AE3 Debt
0.23%
$0.29 290,000
133 C Citigroup Inc. Since 2026-07-07 172967FX4 Debt
0.20%
$0.24 240,000
134 GEV GE Vernova Inc. Since 2026-07-07 36828AAC5 Debt
0.07%
$0.09 90,000
135 UBS UBS Group AG Since 2026-07-07 902613BQ0 Debt
0.28%
$0.34 340,000
136 AMZN Amazon.com, Inc. Since 2026-07-07 023135DE3 Debt
0.12%
$0.15 150,000
137 NRG NRG Energy, Inc. Since 2026-07-07 629377DB5 Debt
0.15%
$0.19 190,000
138 UBS UBS Group AG Since 2026-07-07 225401BB3 Debt
0.25%
$0.30 250,000
139 MELI Mercadolibre Inc Since 2026-07-07 58733RAG7 Debt
0.30%
$0.37 380,000
140 OKE Oneok Inc. Since 2026-07-07 682680BL6 Debt
0.30%
$0.38 360,000
141 UBS UBS Group AG Since 2026-07-07 902613BK3 Debt
0.17%
$0.21 200,000
142 META Meta Platforms Inc Since 2026-07-07 30303MAC6 Debt
0.07%
$0.09 90,000
143 UBS UBS Group AG Since 2026-07-07 225401BT4 Debt
0.35%
$0.43 440,000
144 META Meta Platforms Inc Since 2026-07-07 30303M8Y1 Debt
0.43%
$0.53 570,000
145 GM General Motors Company Since 2026-07-07 37045VAL4 Debt
0.23%
$0.28 270,000
146 SR Spire Inc Since 2026-07-07 84857LAD3 Debt
0.10%
$0.13 130,000
147 ADSK Autodesk Inc Since 2026-07-07 052769AJ5 Debt
0.07%
$0.09 90,000
148 FOXA Fox Corporation Since 2026-07-07 35137LAJ4 Debt
0.40%
$0.49 510,000
149 PCG PG&E Corporation Since 2026-07-07 69331CAN8 Debt
0.22%
$0.28 280,000
150 PSX Phillips 66 Since 2026-07-07 718546AH7 Debt
0.13%
$0.16 160,000
151 COP ConocoPhillips Since 2026-07-07 20825CAQ7 Debt
0.72%
$0.90 810,000
152 AIG American International Group Inc. Since 2026-07-07 026874BE6 Debt
0.06%
$0.08 80,000
153 GOOG Alphabet Inc. Since 2026-07-07 02079KBM8 Debt
0.09%
$0.11 110,000
154 MS Morgan Stanley Since 2026-07-07 61748UAP7 Debt
0.36%
$0.44 460,000
155 T AT&T Inc Since 2026-07-07 00206RMY5 Debt
0.24%
$0.29 290,000
156 ICE Intercontinental Exchange Inc Since 2026-07-07 45866FAX2 Debt
0.18%
$0.22 250,000
157 HSBC HSBC Holdings PLC Since 2026-07-07 404280CF4 Debt
0.16%
$0.20 200,000
158 LNT Alliant Energy Corporation Since 2026-07-07 018802AF5 Debt
0.09%
$0.11 110,000
159 MRSH Marsh & McLennan Companies, Inc. Since 2026-07-07 571748CF7 Debt
0.13%
$0.16 160,000
160 C Citigroup Inc. Since 2026-07-07 17327CAR4 Debt
0.21%
$0.26 250,000
161 META Meta Platforms Inc Since 2026-07-07 30303MAE2 Debt
0.23%
$0.29 310,000
162 JPM JPMorgan Chase & Co. Since 2026-07-07 48128AAJ2 Debt
0.17%
$0.20 200,000
163 BMRN Biomarin Pharmaceutical Inc. Since 2026-07-07 09061GAL5 Debt
0.16%
$0.20 200,000
164 AVGO Broadcom Inc Since 2026-07-07 11135FDB4 Debt
0.28%
$0.34 350,000
165 LUV Southwest Airlines Co. Since 2026-07-07 844741BK3 Debt
0.15%
$0.19 190,000
166 AMZN Amazon.com, Inc. Since 2026-07-07 023135CY0 Debt
0.21%
$0.26 270,000
Frequently Asked Questions — Western Asset Investment Grade Income Fund Inc.
What type of mutual fund is Western Asset Investment Grade Income Fund Inc.?
Western Asset Investment Grade Income Fund Inc. is a SEC-registered Fixed Income fund, with $124M in assets under management. Fixed Income funds invest in bonds, government securities, and other debt instruments, seeking regular income and capital preservation. They are generally considered lower risk than equity funds but are sensitive to changes in interest rates — when rates rise, bond prices typically fall. Fixed income funds are commonly used by income-oriented investors or as a portfolio stabiliser alongside equities. As of its latest SEC N-PORT filing, Western Asset Investment Grade Income Fund Inc. holds 166 portfolio positions, all detailed in the holdings table on this page.
What are Western Asset Investment Grade Income Fund Inc.'s assets under management (AUM)?
Western Asset Investment Grade Income Fund Inc. has $124M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Western Asset Investment Grade Income Fund Inc.'s top holdings?
According to Western Asset Investment Grade Income Fund Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AT&T Inc, MetLife Inc., Huntington Bancshares Incorporated , among others. The complete list of all 166 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Western Asset Investment Grade Income Fund Inc.'s expense ratio?
Expense ratio data for Western Asset Investment Grade Income Fund Inc. is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Western Asset Investment Grade Income Fund Inc.'s SEC filings?
Western Asset Investment Grade Income Fund Inc. is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000075398. You can access all of Western Asset Investment Grade Income Fund Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000075398). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Western Asset Investment Grade Income Fund Inc.'s holdings data on StockSifting?
Holdings data for Western Asset Investment Grade Income Fund Inc. on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.