LWMSX Mutual Fund
LWMSX Mutual Fund
LWMSX Mutual Fund
Western Asset Mortgage Total Return Fund Class C
LWMSX Mutual Fund Overview
LWMSX Mutual Fund (Western Asset Mortgage Total Return Fund Class C) is managed by Franklin Templeton Investments (US) with $1.1M in net assets. LWMSX expense ratio is 1.65%, holding 422 positions across sectors including Financials, Consumer Discretionary, Real Estate. Inception date: 2012-08-01.
LWMSX performance shows a YTD return of 0.17%. The 1-year return is 3.47% and the 5-year return is -0.76%. LWMSX dividend yield stands at 4.08%, paid monthly.
LWMSX top holdings include Federal National Mortgage Association Fnma-30Yr 2050-04-01 (6.7%), Single Family Mortgage 5 04/14/2051 (6.1%), Umbs 30Yr 6% 04/01/2053 #Tba (6.0%), Federal National Mortgage Association 04/15/2052 (4.5%), Fannie Mae Pool Umbs P#Fs8579 2.00000000 (4.3%). Go to all LWMSX holdings, LWMSX sectors, or LWMSX dividends.
LWMSX can be compared against other funds. Use LWMSX overlap to find shared positions, or LWMSX vs another fund for a side-by-side view. LWMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.