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Morningstar

Metropolitan West Total Return Bd I MWTIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.32  /  0.31 %
  • Total Assets 65.1 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.440%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 3,000,000
  • Status Open
  • TTM Yield 2.93%
  • Effective Duration 6.82 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 1:21 AM GMT+00:00

Morningstar’s Analysis MWTIX

Will MWTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MWTIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MWTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of MWTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Leadership clarity returns for this standout fund.

Associate Director

Summary

| by Brian Moriarty

Metropolitan West Total Return Bond's impressive group of investors executes a time-tested investment approach. With the announcement that Katie Koch would take over as CEO in early 2023, there is clarity around the leadership of the firm and this strategy. As a result, all share classes now earn a Morningstar Analyst Rating of Gold.

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