Western Asset Financial Statements From 2010 to 2024

SGSYX Fund  USD 8.18  0.01  0.12%   
Western Asset financial statements provide useful quarterly and yearly information to potential Western Asset Mortgage investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Western Asset financial statements helps investors assess Western Asset's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Western Asset's valuation are summarized below:
Western Asset Mortgage does not presently have any fundamental gauges for analysis.
Check Western Asset financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Western Asset's main balance sheet or income statement drivers, such as , as well as many indicators such as . Western financial statements analysis is a perfect complement when working with Western Asset Valuation or Volatility modules.
  
This module can also supplement various Western Asset Technical models . Check out the analysis of Western Asset Correlation against competitors.

Western Asset Mortgage Mutual Fund Annual Yield Analysis

Western Asset's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Western Asset Annual Yield

    
  0 %  
Most of Western Asset's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Western Asset Mortgage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Western Asset Mortgage has an Annual Yield of 0.0047%. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Intermediate Core-Plus Bond category. The annual yield for all United States funds is notably lower than that of the firm.

Western Asset Mortgage Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Western Asset's current stock value. Our valuation model uses many indicators to compare Western Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Western Asset competition to find correlations between indicators driving Western Asset's intrinsic value. More Info.
Western Asset Mortgage is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about  593.40  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Western Asset's earnings, one of the primary drivers of an investment's value.

About Western Asset Financial Statements

Western Asset investors use historical fundamental indicators, such as Western Asset's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Western Asset. Please read more on our technical analysis and fundamental analysis pages.
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. 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.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

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.
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Technical Analysis
Check basic technical indicators and analysis based on most latest market data