Western Asset Mortgage Total Return’s team is experienced, but it's lean and has had a bout of turnover. It earns a Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive ones are rated Negative.
- NAV / 1-Day Return 8.54 / 0.92 %
- Total Assets 543.4 Mil
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Adj. Expense Ratio
- Expense Ratio 1.630%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Intermediate Core-Plus Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 3.15%
- Effective Duration 7.06 years
Morningstar’s Analysis LWMSX
Will LWMSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.