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 $22.0M in net assets. SGSYX expense ratio is 0.66%, holding 442 positions across sectors including Other, Financials, Consumer Discretionary. Inception date: 1996-02-07.
SGSYX performance shows a YTD return of -2.38%. The 1-year return is 5.35% and the 5-year return is 0.59%. SGSYX dividend yield stands at 4.83%, 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 Fnma-30Yr 2051-04-14 (4.5%), Fannie Mae Pool Umbs P#Fs8579 2.00000000 (4.3%). View all SGSYX holdings, sector breakdown, or dividend history.
SGSYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.