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Western Asset Mortgage Total Return Fund Class I (SGSYX)
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14/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 32.64M
Western Asset Mortgage Backed Sec I
8.23
-0.01
-0.12%
- Overview
- Profile
- Historical Data
- Holdings
SGSYX Overview
On this page you'll find an in-depth profile of Western Asset Mortgage Total Return Fund Class I. Learn about the key management, total assets, investment strategy and contact information of SGSYX among other information.
Investment Strategy
The investment seeks high current return. The fund normally invests at least 80% 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 (Fannie Mae) or the Federal Home Loan Mortgage Corporation (Freddie Mac) and by agencies of the U.S. government, such as the Government National Mortgage Association. It may invest in government stripped mortgage-backed securities and other stripped securities. The fund may invest in securities of any maturity or duration, and the securities may have fixed, floating or variable rates.
Contact Information
Address
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Phone
+1 650 3122000
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ion G. Dan | Analyst | 2021 | Now |
| Biography | Vice President, Portfolio Manager, Senior Structured Products Analyst, Trader Ion Dan is a member of the firm’s taxable fixed income portfolio management team, with primary responsibility for portfolio construction and strategic asset allocation. He is lead co-portfolio manager for the Absolute Return MBS strategy, and senior analyst and trader for agency mortgage-backed securities (MBS). Dan joined Macquarie Investment Management (MIM), which includes the former Delaware Investments, in April 2011 as part of the firm’s integration of Macquarie Allegiance Capital, with responsibility for evaluating and trading agency MBS. Previously, he spent 10 years with Macquarie Allegiance, most recently as MBS sector manager and portfolio manager. Dan started his career as a junior options trader on the PCX Exchange. He earned bachelor’s degrees in both business administration and economics from the University of California at Berkeley. | ||
| Greg E. Handler | Investment Professional | 2019 | Now |
| Biography | Greg E. Handler, Portfolio Manager and has been employed by Western Asset as an investment professional for at least the past five years. | ||
| S. Kenneth Leech | CIO (Chief Investment Officer) | 2014 | Now |
| Biography | "Ken Leech is Western Asset's Chief Investment Officer and has more than 45 years of industry experience. Ken joined the Firm in 1990, and from 1991 to 2021, assets under management grew from just over $5 billion to $408 billion. Ken now leads the Global Portfolios, US Broad Portfolios and Macro Opportunities Teams. He also serves on the Market & Credit Risk Committee, which determines and monitors internal and external risk guidelines, and reviews market and credit risk issues. From 2002-2004, he served as a member of the Treasury Borrowing Advisory Committee. | ||
| Sean Johnson | Portfolio Manager | 2018 | 2023 |
| Harris A. Trifon | Managing Director and Portfolio Manager | 2019 | 2021 |
| Biography | Harris Trifon is responsible for contributing to the management of Lord Abbett’s taxable-fixed income strategies with a focus on real estate debt. Mr. Trifon joined Lord Abbett in 2021. His previous experience includes serving as Co-Head of Mortgage and Consumer Credit at Western Asset Management; Director of Fixed Income Research, Global Head of CRE Debt at Deutsche Bank; and Director of Structured Finance at Standard & Poors. He has worked in the financial services industry since 2000. Mr. Trifon is on the boards of the Commercial Real Estate Finance Council and the University of Florida’s Bergstrom Center for Real Estate, and was voted on the Institutional Investor All-Star list for two years prior to moving to the buy-side. He earned a BA in economics from the University of Florida and an MS in real estate from New York University. | ||
| Anup Agarwal | Investment Professional | 2013 | 2019 |
| Biography | Mr. Agarwal has been employed by Western Asset as an investment professional since August 2013. From 2007 to 2013, Mr. Agarwal served as Portfolio Manager and Head of Consumer Credit for Stark Investments, a global alternative investment firm. | ||
| Bonnie M. Wongtrakool | Investment Professional | 2013 | 2018 |
| Biography | Ms. Wongtrakool has been employed by Western Asset as an investment professional for more than five years. | ||
| Stephen A. Walsh | CIO (Chief Investment Officer) | 2006 | 2014 |
| Biography | Walsh is a chief investment officer of Western Asset Management Company since September 2008. Prior to joining Western in 1990, he was a portfolio manager at Security Pacific Investment Managers from 1989 to 1991. Prior to that, Walsh was a portfolio manager at Atlantic Richfield Company from 1981 to 1988. He has over 27 years of investment experience | ||
| Stephen P. Fulton | - | 2011 | 2013 |
| Biography | Stephen is a portfolio manager of Western Asset Management Company. | ||
| Paul Jablansky | Managing Director | 2012 | 2013 |
| Biography | Paul Jablansky is a managing director, head of fixed income strategy and investment grade research at Guardian Life. His previous investment management experience includes serving as the head of structured products at Western Asset Management from 2011 through 2013, where he was responsible for managing all aspects of structured products, including portfolio construction and management, trading, research, and surveillance. From 2010 through 2011, he was a managing director and head of non-agency mortgage-backed securities and asset-backed securities strategy at Royal Bank of Scotland. From 2008 through 2009, Mr. Jablansky was also co-managing partner and chief investment officer at 400 Capital Management, an investment management company he co-founded, where he focused on asset-backed, mortgage-backed, and commercial mortgage-backed strategies. Mr. Jablansky also served as a managing director at Banc of America Securities LLC from 2003 through 2008 and held previous positions focusing on asset-backed securities, including roles at Citigroup/Salomon Smith Barney from 1994 through 2003 and Goldman Sachs & Company from 1990 through 1994. | ||
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