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Western Asset Mortgage Total Ret C LWMSX

Analyst rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 8.54  /  0.92 %
  • Total Assets 543.4 Mil
  • Adj. Expense Ratio
    1.610%
  • 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.

Management is still settling in.

Senior Analyst

Summary

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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.

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