LWMSX Mutual Fund

LWMSX Mutual Fund (Western Asset Mortgage Total Return Fund Class C) is managed by Franklin Templeton Investments (US) with $979,264.11 in net assets. LWMSX expense ratio is 1.65%, holding 420 positions across sectors including Financials, Real Estate, Consumer Discretionary. Inception date: 2012-08-01.

LWMSX performance shows a YTD return of -3.13%. The 1-year return is -2.07% and the 5-year return is -0.74%. LWMSX dividend yield stands at 4.70%, paid monthly.

LWMSX top holdings include Umbs 30Yr Tba(Reg A) 5.5 Sep 14, 2020 (5.6%), Fannie Mae Or Freddie Mac 6 (4.5%), Fncl 5 9/25 Mtge (3.4%), Uniform Mortgage-Backed Security, Tba 3.5 09/01/2053 (2.9%), Fannie Mae Pool Umbs P#Fs8579 2.00000000 (2.8%). Go to all LWMSX holdings, LWMSX sectors, or LWMSX dividends.

LWMSX can be compared against other funds. Use LWMSX overlap to find shared positions, or LWMSX vs another fund for a side-by-side view. LWMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.