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 $21.8M in net assets. SGSYX expense ratio is 0.65%, holding 422 positions across sectors including Financials, Consumer Discretionary, Real Estate. Inception date: 1996-02-07.
SGSYX performance shows a YTD return of 0.75%. The 1-year return is 4.52% and the 5-year return is 0.19%. SGSYX dividend yield stands at 5.01%, paid monthly.
SGSYX 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 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.