SGSYX Mutual Fund
SGSYX Mutual Fund
SGSYX Mutual Fund
Western Asset Mortgage Total Return Fund Class I
SGSYX Mutual Fund Overview
SGSYX Mutual Fund (Western Asset Mortgage Total Return Fund Class I) is managed by Franklin Templeton Investments (US) with $22.6M in net assets. SGSYX expense ratio is 0.65%, holding 420 positions across sectors including Financials, Real Estate, Consumer Discretionary. Inception date: 1996-02-07.
SGSYX performance shows a YTD return of 1.06%. The 1-year return is 3.13% and the 5-year return is 0.21%. SGSYX dividend yield stands at 5.49%, paid monthly.
SGSYX 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 SGSYX holdings, SGSYX sectors, or SGSYX dividends.
SGSYX can be compared against other funds. Use SGSYX overlap to find shared positions, or SGSYX vs another fund for a side-by-side view. SGSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.