Skip to Content

Metropolitan West Total Return Bd Admin MWTNX

Analyst rating as of
NAV / 1-Day Return
9.62  /  0.76 %
Total Assets
68.8 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
High
Longest Manager Tenure
25.25 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.45%
Effective Duration
6.48 years

Morningstar’s Analysis

Will MWTNX outperform in future?

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

Change is afoot.

Associate Director

Summary

| |

Metropolitan West Total Return Bond is led by an impressive group of investors that executes a time-tested investment approach. However, an upcoming lead manager departure and the elevated potential for changes among senior leadership through 2022 has led to a downgrade of the strategy's People Pillar to Above Average from High. As a result, all share classes now earn a Morningstar Analyst Rating of Silver.

Unlock our full analysis with Morningstar Investor