Western Asset Mortgage Total Return Fund (SGVAX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SGVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SGVAX
SGVAX charges 0.94% annually. There are 115 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | SGVAX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | SGVAX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | SGVAX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | SGVAX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | SGVAX vs BCOIX |
Best Risk-Adjusted Alternatives to SGVAX
SGVAX has a PortfoliosLab risk / return rank of 31. There are 34 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | SGVAX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | SGVAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | SGVAX vs LCTRX | |
| MassMutual Diversified Bond Fund | 87 | — | May 1999 | SGVAX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 81 | — | Apr 1997 | SGVAX vs GUGAX |
Top Performing SGVAX Alternatives (YTD)
SGVAX is at 1.30% YTD. There are 14 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.66% | — | Apr 2021 | SGVAX vs NPCT | |
| Putnam Mortgage Securities Fund | 3.33% | — | Feb 1984 | SGVAX vs PGSIX | |
| MassMutual Diversified Bond Fund | 3.17% | — | May 1999 | SGVAX vs MDVAX | |
| 1290 Diversified Bond Fund | 3.13% | — | Jul 2015 | SGVAX vs TNUIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 3.01% | — | Sep 2007 | SGVAX vs SEATX |
Lowest Volatility Alternatives to SGVAX
SGVAX has 4.18% 1-year volatility. There are 109 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.13%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.13% | — | Jun 2017 | SGVAX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | SGVAX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | SGVAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | SGVAX vs LCTIX | |
| Holbrook Income Fund Class I | 2.03% | — | Jul 2016 | SGVAX vs HOBIX |
Lowest Drawdown Alternatives to SGVAX
SGVAX has a 1-year max drawdown of -2.94%. There are 59 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | SGVAX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | SGVAX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | SGVAX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | SGVAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | SGVAX vs LCTIX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 8.85% | — | Jan 1968 | SGVAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 40 | -4.25% | — | May 1969 | SGVAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 5.21% | — | — | SGVAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 21 | 6.52% | — | Apr 1948 | SGVAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 27 | 17.61% | — | Jun 2011 | SGVAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 25 | 6.62% | — | Jan 1987 | SGVAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 3.94% | — | Aug 1997 | SGVAX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 89 | 5.78% | — | Aug 1997 | SGVAX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 7 | 4.89% | — | Oct 1983 | SGVAX vs SHRAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 27 | 6.07% | — | Mar 1970 | SGVAX vs SHAPX |
Often Compared With SGVAX
Investors most often compare SGVAX with AAIIX, BCPIX, SMTRX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ancora Income Fund | Intermediate Core-Plus Bond | 18 | 2.18% | — | Jan 2004 | SGVAX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 24 | 0.55% | — | Dec 2007 | SGVAX vs BCPIX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | SGVAX vs SMTRX |
Compare SGVAX with Any Fund or Stock
Compare SGVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SGVAX with funds that move differently
Western Asset Mortgage Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SGVAX.
Explore SGVAX Diversifiers