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.
NAV / 1-Day Return
8.44 / 0.01 %
Adj. Expense Ratio
Longest Manager Tenure
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity—
Min. Initial Investment
Morningstar’s Fund Analysis SGVAX
Will SGVAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.