Advertisement
Skip to Content
Morningstar

Metropolitan West Total Return Bd M MWTRX

Morningstar Analyst Rating
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

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

Morningstar’s Analysis MWTRX

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.

Leadership clarity returns for this standout fund.

Associate Director

Summary

| by Brian Moriarty

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