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Metropolitan West Total Return Bd M MWTRX

Analyst rating as of | See Metropolitan West Investment Hub
  • NAV / 1-Day Return 9.29  /  0.74 %
  • Total Assets 64.7 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.650%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 2.76%
  • Effective Duration 6.82 years

Morningstar’s Analysis MWTRX

Will MWTRX 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

Summary

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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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