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 $987,160.43 in net assets. LWMSX expense ratio is 1.65%, holding 420 positions across sectors including Financials, Real Estate, Consumer Discretionary. Inception date: 2012-08-01.
LWMSX performance shows a YTD return of 0.40%. The 1-year return is 2.10% and the 5-year return is -0.74%. LWMSX dividend yield stands at 4.47%, paid monthly.
LWMSX top holdings include Umbs 30Yr Tba(Reg A) 5.5 Sep 14, 2020 (5.6%), Umbs 30yr Tba(reg A) 6 Sep 14, 2020 (4.5%), Fannie Mae Or Freddie Mac 5 (3.4%), Fannie Mae Or Freddie Mac 3.5 (2.9%), Fannie Mae Pool Umbs P#Fs8579 2.00000000 (2.8%). 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.