SGVSX Mutual Fund
SGVSX Mutual Fund
SGVSX Mutual Fund
Western Asset Mortgage Total Return Fund Class 1
SGVSX Mutual Fund Overview
SGVSX Mutual Fund (Western Asset Mortgage Total Return Fund Class 1) is managed by Franklin Templeton Investments (US) with $11.7M in net assets. SGVSX expense ratio is 0.72%, holding 420 positions across sectors including Financials, Real Estate, Consumer Discretionary. Inception date: 2000-09-12.
SGVSX performance shows a YTD return of 1.02%. The 1-year return is 3.05% and the 5-year return is 0.14%. SGVSX dividend yield stands at 5.42%, paid monthly.
SGVSX 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 SGVSX holdings, SGVSX sectors, or SGVSX dividends.
SGVSX can be compared against other funds. Use SGVSX overlap to find shared positions, or SGVSX vs another fund for a side-by-side view. SGVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.