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Metropolitan West Total Return Bd M MWTRX

Analyst rating as of
NAV / 1-Day Return
9.75  /  0.33 %
Total Assets
72.1 Bil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Above Average
Longest Manager Tenure
25.14 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
5,000
Status
Open
TTM Yield
1.37%
Effective Duration
6.48 years
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Morningstar’s Analysis

Will MWTRX outperform in future?

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

Change is afoot.

Associate Director

Summary

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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.

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