Western Asset Mortgage Fund Quote

LMBSX Fund  USD 8.36  0.01  0.12%   

Performance

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Odds Of Distress

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Low
Western Asset is trading at 8.36 as of the 22nd of March 2025; that is 0.12 percent down since the beginning of the trading day. The fund's open price was 8.37. Western Asset has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in mortgage-backed securities. Mortgage-backed securities may be issued by private issuers, U.S. government-sponsored entities such as the Federal National Mortgage Association or the Federal Home Loan Mortgage Corporation and by agencies of the U.S. More on Western Asset Mortgage

Moving together with Western Mutual Fund

  0.89LGFEX Qs International EquityPairCorr
  0.88LGOCX Legg Mason BwPairCorr
  0.77SSMMX Western Asset ManagedPairCorr

Moving against Western Mutual Fund

  0.63LGSCX Qs Small CapitalizationPairCorr
  0.53LGASX Clearbridge Small CapPairCorr
  0.43SAGCX Clearbridge AggressivePairCorr
  0.33SAPCX Clearbridge AppreciationPairCorr

Western Mutual Fund Highlights

Fund ConcentrationLegg Mason Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Legg Mason (View all Sectors)
Update Date31st of March 2025
Western Asset Mortgage [LMBSX] is traded in USA and was established 22nd of March 2025. Western Asset is listed under Legg Mason category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Legg Mason family. This fund now has accumulated 788.64 M in assets with no minimum investment requirementsWestern Asset Mortgage is currently producing year-to-date (YTD) return of 2.29% with the current yeild of 0.0%, while the total return for the last 3 years was -0.23%.
Check Western Asset Probability Of Bankruptcy

Instrument Allocation

Top Western Asset Mortgage Mutual Fund Constituents

WACXXWestern Asset PremierMoney Market FundUS Money Market Fund
More Details

Western Asset Mortgage Risk Profiles

Western Asset Against Markets

Other Information on Investing in Western Mutual Fund

Western Asset financial ratios help investors to determine whether Western Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Western with respect to the benefits of owning Western Asset security.
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