Metropolitan west total return bond fund p as of december 31, 2016 ticker. Find the latest metropolitan west total return mwtrx stock quote, history, news and other vital information to help you with your stock trading and investing. Investment objective the total return bond fund seeks to maximize longterm total return. The investment seeks to maximize longterm total return. Metropolitan west total return bond fund intermediate coreplus bond class i connectwithvanguard. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities that are determined by the adviser to be of comparable quality. See the company profile for metropolitan west total return mwtrx including business summary, industrysector information, number of employees, business summary, corporate governance, key. Get metropolitan west total return bond fund class i mwtix. The fund can invest up to 20% of net assets in securities below investment grade. Metropolitan west total return bond fund intermediate coreplus bondclass i connectwithvanguard. Asset class fixed income intermediate coreplus bond primary index bloomberg barclays us aggregate bond index broad based index bloomberg barclays u. Metropolitan west total return for illustrative purposes. Pension funds, consultants and insurance companies.
Metropolitan west funds total return bond fund class. Metropolitan west total return bond fund plan class. Nasdaq realtime stock quotes, news and financial information from cnbc. Fees and expensesas of072919 prospectus gross expense ratio 0. Metropolitan west funds total return bond fund fund performance chart.
Find realtime mwtrx metropolitan west total return bond fund class m stock quotes, company profile, news and forecasts from cnn business. Metropolitan west total return bond fund intermediate coreplus bondp class connectwithvanguard. Total return swaps are most commonly used with indices, single stocks, bonds and defined portfolios of loans and mortgages. The fund will maintain an average duration between. Metropolitan west total return bd plan mwtsx benchmark overall morningstar rating morningstar return morningstar risk bbgbarc us universal tr usd qqq average average out of 530 intermediate coreplus bond investments. The issuer or guarantor of a fixedincome security, counterparty to an otc derivatives contract, or other borrower may not be able to.
Learn about mwtrx with our data and independent analysis including nav, star rating, asset allocation, capital gains, and dividends. Get the lastest fund performance for metropolitan west funds total return bond fund from zacks investment research. Metropolitan west total return bd i fund prospectus. Metropolitan west total return bond fund class i mwtix. Please click on the button below to confirm that you have read the terms and conditions and you meet the requisite criteria of your particular jurisdiction. Up to 20% of the funds net assets may be invested in securities rated below. Metropolitan west total return bond fund class i, mwtix. Metropolitan west total return bond fund class m, mwtrx. Investment strategy from investments prospectus the investment seeks to maximize longterm total return.
Metropolitan west total return mwtrx stock price, quote. Mwtsx fund metropolitan west total return bond fund plan. View the latest quote, returns and news for metropolitan west total return bond fund. Investments can include government backed securities, money market instruments, and derivatives. Metropolitan west total return bond fund plan class as of 20191231 investment strategy. Get the lastest class information for metropolitan west funds total return bond fund from zacks investment research. Metropolitan west total return bond fund investment objective the total return bond fund seeks to maximize longterm total return. Volatility and risk volatilityas of123119 low moderate high investment category risk measures as of 123119 port avg rel bc aggr rel cat 3 yr std dev 2. An investments overall morningstar rating, based on its riskadjusted return, is a weighted average of its applicable 3, 5, and 10year ratings.
Metropolitan west total return bond fund seeks longterm total return by investing in a diversified portfolio of fixedincome securities of varying maturities issued by domestic and foreign. Mwtix metropolitan west total return bond fund class i. The total return bond fund seeks to maximize longterm total return. Summary prospectus metwest total return bond fund i share. Metropolitan west total return bond fund plan class a mutual fund fourth quarter 2019 fund fact sheet key facts investment advisor metropolitan west asset management, llc. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities. Metropolitan west asset management, llc investment adviser as with all mutual funds, the securities and exchange commission sec has not approved or disapproved these securities or determined if this prospectus is truthful or complete. Fees and expenses of the fund the table below describes the fees and expenses that you may pay if you buy and hold shares of the fund.
The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securit ies determined by the adviser to be of comparable quality. Total returns for periods of less than one year are cumulative. The securities and exchange commission has not approved or disapproved these securities or passed the adequacy of this prospectus. Metropolitan west total return bd m mwtrx quote morningstar. You may pay additional fees to brokerdealers or other financial inter. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or. Up to 20% of the funds net assets may be invested in. Mwtix a complete metropolitan west total return bond fund. Dec 04, 2019 learn about mwtrx with our data and independent analysis including nav, star rating, asset allocation, capital gains, and dividends.
An investments overall morningstar rating, based on its riskadjusted. The fund normally invests primarily in investment grade fixed income securities or unrated securities that are determined by the adviser to be of comparable quality. The voluntary waivers andor reimbursements, if applicable, are in effect up to but not including the later of 02012021 or the date of the funds next effective prospectus. The issuer of a security may repay principal more slowly than expected because of rising interest rates. Return bond fund m the fund seeks to maximize longterm total return. The table below describes the fees and expenses you may pay if you buy and hold shares of the fund. Start a 14day free trial to morningstar premium to unlock our.
Metropolitan west total return bond fund class m mwtrx. Mwtrx quote metropolitan west total return bond fund. Metropolitan west total return bond fund class i shares. View mutual fund news, mutual fund market and mutual fund interest rates. Metropolitan west funds total return bond fund fund. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities determined by the adviser to be of comparable quality. Barrons provides information on holdings, historical returns and other key fund data. Analyze the fund metropolitan west total return bond fund class i having symbol mwtix for type mutualfunds and perform research on other mutual funds. Mwtsx fund investment objective the investment seeks to maximize longterm total return.
Metropolitan west total return bond fund class m a mutual fund fourth quarter 2019 fund fact sheet key facts investment advisor metropolitan west asset management, llc. Metropolitan west funds total return bond fund class information. Any representation to the contrary is a criminal offense. Total return may have been lower in the absence of temporary expense waivers or reimbursements. Apr, 2020 the voluntary waivers andor reimbursements, if applicable, are in effect up to but not including the later of 02012021 or the date of the funds next effective prospectus.