Skip to Content

Metropolitan West Total Return Bd I MWTIX

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

Morningstar’s Analysis MWTIX

Will MWTIX outperform in future?

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

Leadership clarity returns for this standout fund.

Associate Director



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.

Unlock our full analysis with Morningstar Investor