IGI

SellSinker

Western Asset Investment Grade Opportunity Trust Inc. · Financial Services · United States · $91M cap · $252K/day traded

$15.32 +0.7% · close 27 Oct · scored 28 Oct

Sinker: Weak, expensive and falling. Nothing here to keep it afloat.

26
StockRank
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Quality
34
Value
31
Momentum
46

As of 28 Oct 2026, MoatMap's StockRank for Western Asset Investment Grade Opportunity Trust Inc. (IGI) is 26/100, ranked against 24,000+ stocks in 35 markets (Quality 34, Value 31, Momentum 46, each scored against its sector).

Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →

P/E (TTM)
13.5x
peers 13.0x
ROE
5.6%
peers 9.6%
D/E
—
peers 0.3x
Dividend %
5.6%
trailing yield

ABOUT WESTERN ASSET INVESTMENT GRADE OPPORTUNITY TRUST INC.

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Western Asset Investment Grade Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue—-37.0M7.1M17.0M6.3M-6.0%6.3M
EPS0.18-3.440.641.341.0053.6%1.13
Shares—10.8M10.8M6.0M6.0M-44.7%6.0M
Debt———————
Equity—186.9M185.2M105.3M106.2M-17.2%—
Op CF———————
Inv CF———————
Fin CF———————
Loading 1Y...
PRICE (1Y) · USD-0.1%
15.215.415.715.916.216 Sep7 Oct27 Oct
SMA 50SMA 200

Price checkNo clear trendExperimental

No clear trend: not near its 52-week low, and not in a steady uptrend.

SwingsVery calm

Calmer than 99% of stocks we rank over the past year (9% a year).

How this is worked out

StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.

The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.

In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.

What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.

What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.

Calm is not safe: a calm stock can still slide steadily.

Rules fixed before any data was fetched. Describes the chart, not a recommendation.

Close
$15.32
RSI (14)
54.5
52-Week Range-6.2% from high
Low $14.94High $16.32

SCORE BREAKDOWN

Quality
34
ROIC (ROA)
5.6%*76.5
ROE
5.6%27.2
GP/Assets
—N/A
Op. Margin
0.0%14.4
FCF/Assets
—N/A
Piotroski
1N/A
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
—N/A
Value
31
P/E (TTM)
13.5x41.9
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
—N/A
P/S
14.5x6.1
Div Yield
5.6%74.1
Momentum
46
52W High %
94%76.7
RS 6M
-10%32.3
SMA 50/200
0.99x37.0
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$91M
P/E (Forward)
—
Gross Margin
—

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of IGI are excluded.

TickerCompanyMkt CapStockRankSignal
IGIWestern Asset Investment Grade Opportunity Trust Inc.(you)$91M26Sell
JLSNuveen Mortgage and Income Fund$88M29Sell
GCVThe Gabelli Convertible and Income Securities Fund Inc.$78M32Sell
PCFHigh Income Securities Fund$93M35Sell
HYIWestern Asset High Yield Opportunity Fund Inc.$122M29Sell
MGFAberdeen Government Markets Income Fund$89M35Sell
PGZPrincipal Real Estate Income Fund$58M27Sell
GEGGreat Elm Group, Inc.$64M23Sell
SBIWestern Asset Intermediate Muni Fund Inc.$101M35Sell
RMMZRiverNorth Managed Duration Municipal Income Fund II, Inc.$113M34Sell

Peer medians: ROE 9.6% · P/E 13.0x · Gross margin 75.4%

Company Deep Dive

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Western Asset Investment Grade Opportunity Trust Inc. (IGI): Stock Score Summary

Western Asset Investment Grade Opportunity Trust Inc. (IGI) has a MoatMap StockRank of 26/100 based on Quality (34/100), Value (31/100), and Momentum (46/100) factor scores. The current signal is SELL.

Western Asset Investment Grade Opportunity Trust Inc. is a close-ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Western Asset Management Company, Western Asset Management Company Pte.

Key Financial Metrics

Price$15.32
Market Cap$91M
P/E (TTM)13.49
Return on Equity5.6%
Operating Margin0.0%
Dividend Yield5.6%

Western Asset Investment Grade Opportunity Trust Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Western Asset Investment Grade Opportunity Trust Inc.’s (IGI) StockRank?
MoatMap’s StockRank for Western Asset Investment Grade Opportunity Trust Inc. (IGI) is 26/100, with a Sell signal. It is a composite of Quality (34), Value (31), and Momentum (46), each scored against its sector. The composite is then ranked across MoatMap’s universe of 24,000+ stocks.
Does Western Asset Investment Grade Opportunity Trust Inc. have an economic moat?
Western Asset Investment Grade Opportunity Trust Inc. (IGI) has a Quality factor score of 34/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Western Asset Investment Grade Opportunity Trust Inc. a buy, hold, or sell?
MoatMap’s current signal for Western Asset Investment Grade Opportunity Trust Inc. (IGI) is Sell, based on a StockRank of 26/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Western Asset Investment Grade Opportunity Trust Inc. in?
Western Asset Investment Grade Opportunity Trust Inc. (IGI) operates in the Financial Services sector, specifically the Asset Management industry (United States).