LWMSX Mutual Fund (Western Asset Mortgage Total Return Fund Class C) is managed by Franklin Templeton Investments (US) with $1.1M in net assets. LWMSX expense ratio is 1.63%, holding 442 positions across sectors including Other, Financials, Consumer Discretionary. Inception date: 2012-08-01.

LWMSX performance shows a YTD return of 1.35%. The 1-year return is 4.43% and the 5-year return is -0.33%. LWMSX dividend yield stands at 3.90%, paid monthly.

LWMSX 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 LWMSX holdings, sector breakdown, or dividend history.

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