Metropolitan West Total Return Bond is led by an impressive group of investors that executes a time-tested investment approach. The strategy's three cheapest share classes have earned an upgrade to a Morningstar Analyst Rating of Gold, while the more expensive share classes earn a Silver rating.
Metropolitan West Total Return Bd M MWTRX
NAV / 1-Day Return
10.96
/
0.09
%
Total Assets
89.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.680%
Expense Ratio
0.680%
Fee Level
Above Average
Longest Manager Tenure
24.23
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
5,000
Status
Open
TTM Yield
1.15%
Effective Duration
6.35
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MWTRX 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 MWTRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MWTRX 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 MWTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Above the pack.
