SGVSX Mutual Fund (Western Asset Mortgage Total Return Fund Class 1) is managed by Franklin Templeton Investments (US) with $12.4M in net assets. SGVSX expense ratio is 0.72%, holding 442 positions across sectors including Other, Financials, Consumer Discretionary. Inception date: 2000-09-12.

SGVSX performance shows a YTD return of -2.38%. The 1-year return is 5.41% and the 5-year return is 0.55%. SGVSX dividend yield stands at 4.76%, paid monthly.

SGVSX 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 SGVSX holdings, sector breakdown, or dividend history.

SGVSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.