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Western Asset Mortgage Total Ret C1 SGSLX

Analyst rating as of
NAV / 1-Day Return
9.96  /  0.29 %
Total Assets
696.7 Mil
Adj. Expense Ratio
1.490%
Expense Ratio
1.490%
Fee Level
Average
Longest Manager Tenure
7.80 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
1,000
Status
Closed
TTM Yield
2.00%
Effective Duration
3.33 years
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Morningstar’s Analysis

Will SGSLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Solid gains but recent turnover gives us pause.

Summary

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Western Asset Mortgage Total Return benefits from an experienced team, but it's lean and has had a bout of turnover. This underpins its Morningstar Analyst Rating of Neutral on its cheaper share classes, while its most expensive ones are rated Negative.

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