Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Metropolitan West Mutual Funds
View all of Metropolitan West’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Metropolitan West Funds List
Share Class Type
1 to 25 of 33 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Metropolitan West Invstmt Gr Crdt I | MWIGX | Intermediate Core-Plus Bond | 0.35% | 19 | 0.500% | Average | Institutional | $3.0 Mil | ||
| Metropolitan West Invstmt Gr Crdt M | MWISX | Intermediate Core-Plus Bond | 0.14% | 25 | 0.710% | Above Average | No Load | $5,000 | ||
| Metropolitan West Flexible Income I | MWFEX | Multisector Bond | — | 0.54% | 70 | 0.560% | Low | Institutional | $3.0 Mil | |
| Metropolitan West Flexible Income M | MWFSX | Multisector Bond | — | 0.45% | 72 | 0.810% | Average | No Load | $5,000 | |
| Metropolitan West Floating Rate Inc I | MWFLX | Bank Loan | — | 4.06% | 10 | 0.710% | Below Average | Institutional | $3.0 Mil | |
| Metropolitan West Floating Rate Inc M | MWFRX | Bank Loan | — | 4.09% | 8 | 0.910% | Average | No Load | $5,000 | |
| Metropolitan West Intermediate Bond I | MWIIX | Intermediate Core-Plus Bond | −0.84% | 58 | 0.500% | Average | Institutional | $3.0 Mil | ||
| Metropolitan West Intermediate Bond M | MWIMX | Intermediate Core-Plus Bond | −0.37% | 57 | 0.710% | Above Average | No Load | $5,000 | ||
| Metropolitan West Strategic Income I | MWSIX | Nontraditional Bond | — | 1.48% | 66 | 0.810% | Average | Institutional | $3.0 Mil | |
| Metropolitan West AlphaTrak 500 | MWATX | Large Blend | 9.78% | 50 | 0.470% | Below Average | No Load | $5,000 | ||
| Metropolitan West Corporate Bond I | MWCBX | Corporate Bond | −0.76% | 92 | 0.500% | Below Average | Institutional | $3.0 Mil | ||
| Metropolitan West Corporate Bond M | MWCSX | Corporate Bond | −1.64% | 96 | 0.750% | High | No Load | $5,000 | ||
| Metropolitan West Floating Rate Inc Plan | MWFPX | Bank Loan | — | 3.70% | 14 | 0.610% | Low | Institutional | $25.0 Mil | |
| Metropolitan West High Yield Bond I | MWHIX | High Yield Bond | — | 1.51% | 59 | 0.610% | Below Average | Institutional | $3.0 Mil | |
| Metropolitan West High Yield Bond M | MWHYX | High Yield Bond | — | 1.31% | 75 | 0.860% | Above Average | No Load | $5,000 | |
| Metropolitan West Low Duration Bd I | MWLIX | Short-Term Bond | 0.69% | 80 | 0.430% | Average | Institutional | $3.0 Mil | ||
| Metropolitan West Strategic Income M | MWSTX | Nontraditional Bond | — | 0.88% | 67 | 1.050% | Average | No Load | $5,000 | |
| Metropolitan West Total Return Bd I | MWTIX | Intermediate Core-Plus Bond | −1.75% | 89 | 0.450% | Below Average | Institutional | $3.0 Mil | ||
| Metropolitan West Total Return Bd Plan | MWTSX | Intermediate Core-Plus Bond | −1.00% | 93 | 0.370% | Low | Institutional | $25.0 Mil | ||
| Metropolitan West Unconstrained Bd I | MWCIX | Nontraditional Bond | — | 1.58% | 61 | 0.770% | Average | Institutional | $3.0 Mil | |
| Metropolitan West Unconstrained Bd M | MWCRX | Nontraditional Bond | — | 1.06% | 66 | 1.050% | Average | No Load | $5,000 | |
| Metropolitan West Unconstrained Bd Plan | MWCPX | Nontraditional Bond | — | 1.35% | 68 | 0.710% | Below Average | Institutional | $25.0 Mil | |
| Metropolitan West Low Duration Bd Admin | MWLNX | Short-Term Bond | 0.81% | 87 | 0.730% | High | No Load | $2,500 | ||
| Metropolitan West Low Duration Bd M | MWLDX | Short-Term Bond | 0.87% | 85 | 0.640% | Above Average | No Load | $5,000 | ||
| Metropolitan West Total Return Bd Admin | MWTNX | Intermediate Core-Plus Bond | −2.22% | 94 | 0.780% | High | No Load | $2,500 |
Metropolitan West Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank