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Western Asset Mortgage Total Ret A SGVAX

Analyst rating as of
NAV / 1-Day Return
8.44  /  0.01 %
Total Assets
537.5 Mil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
High
Longest Manager Tenure
8.67 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
1,000
Status
Open
TTM Yield
3.83%
Effective Duration
6.78 years

Morningstar’s Fund Analysis SGVAX

Will SGVAX outperform in future?

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

Solid gains but recent turnover gives us pause.

Senior Analyst

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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