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Western Asset Mortgage Total Ret A SGVAX

Analyst rating as of
NAV / 1-Day Return
10.11  /  0.00 %
Total Assets
713.5 Mil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
High
Longest Manager Tenure
7.55 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000
Status
Open
TTM Yield
3.05%
Effective Duration
2.65 years
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Morningstar’s Analysis

Will SGVAX outperform in future?

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Management Departure Doesn't Change Western Asset Mortgage Total Return's Morningstar Analyst Rating

Analyst Note

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On Jan. 12, 2021, Harris Trifon, co-head of Western Asset's mortgage and consumer credit investment team, will leave the firm to pursue another opportunity. Trifon joined Western Asset in March 2014 and focused on commercial real estate debt research. Meanwhile, Western Asset is looking to fill Trifon's position with someone who has a similar focus. Greg Handler, co-head of mortgage and consumer credit, will continue to lead and oversee the team while assuming interim head responsibilities. Handler joined Western Asset in 2002 and is a lead portfolio manager on Western Asset's dedicated mortgage portfolios and a member of Western Asset's U.S. broad strategy committee.

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