About this Fund
Western Asset Mortgage Opportunity Fund Inc. is a leading mutual fund company specializing in asset management and investment solutions, catering to a diverse range of investors seeking to optimize their portfolio returns. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds, including equity, debt, and hybrid funds, designed to meet the unique needs and risk tolerance of its clients. By leveraging its expertise in mortgage-backed securities and other fixed-income investments, Western Asset Mortgage Opportunity Fund Inc. provides investors with access to a specialized portfolio of high-quality assets, carefully curated to balance risk and potential returns. The company's investment approach is centered around a disciplined, research-driven methodology, which enables its experienced team of portfolio managers to identify attractive opportunities and navigate complex market conditions with confidence. For investors seeking a reliable and trusted partner to manage their wealth, Western Asset Mortgage Opportunity Fund Inc. stands out for its commitment to transparency, flexibility, and long-term performance. Whether investors opt for a systematic investment plan (SIP) or a more tailored approach, the company's flexible investment options and dedication to customer service have earned the trust of a loyal client base. As a seasoned player in the mutual fund industry, Western Asset Mortgage Opportunity Fund Inc. has honed its expertise in managing complex investment portfolios, leveraging its extensive resources and knowledge to deliver value to its investors. By prioritizing risk management, diversification, and rigorous research, the company has established itself as a trusted authority in the field of asset management and wealth management, providing investors with a robust platform to achieve their financial goals. With its proven track record and unwavering commitment to investor satisfaction, Western Asset Mortgage Opportunity Fund Inc. continues to attract investors seeking a reliable and experienced partner to navigate the complexities of the mutual fund landscape, and its reputation as a leader in mortgage-backed securities and fixed-income investments has solidified its position as a go-to destination for investors seeking specialized expertise and exceptional investment results.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
4 positions
Frequently Asked Questions — Western Asset Mortgage Opportunity Fund Inc.
What type of mutual fund is Western Asset Mortgage Opportunity Fund Inc.?
Western Asset Mortgage Opportunity Fund Inc. is a SEC-registered Equity fund, with $133M in assets under management.
Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate.
As of its latest SEC N-PORT filing, Western Asset Mortgage Opportunity Fund Inc. holds 4 portfolio positions, all detailed in the holdings table on this page.
What are Western Asset Mortgage Opportunity Fund Inc.'s assets under management (AUM)?
Western Asset Mortgage Opportunity Fund Inc. has $133M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting.
AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale.
AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Western Asset Mortgage Opportunity Fund Inc.'s top holdings?
According to Western Asset Mortgage Opportunity Fund Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include
AGNC INVESTMENT CORP,
FULL HOUSE RESORTS INC,
MFA FINANCIAL INC
, among others.
The complete list of all 4 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above.
Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Western Asset Mortgage Opportunity Fund Inc.'s expense ratio?
Expense ratio data for Western Asset Mortgage Opportunity Fund Inc. is not currently available in StockSifting's database.
The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors.
For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Western Asset Mortgage Opportunity Fund Inc.'s SEC filings?
Western Asset Mortgage Opportunity Fund Inc. is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001478102.
You can access all of Western Asset Mortgage Opportunity Fund Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on
SEC EDGAR (CIK: 0001478102).
N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Western Asset Mortgage Opportunity Fund Inc.'s holdings data on StockSifting?
Holdings data for Western Asset Mortgage Opportunity Fund Inc. on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing.
Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions.
The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released.
For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.