Metropolitan West Unconstrained Bond is run by an impressive team that executes a time-tested strategy. It has continued to differentiate itself from peers, and as a result its cheapest share classes have been upgraded to a Morningstar Analyst Rating of Gold, while the more expensive M share class is rated Silver.
Will MWCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MWCIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MWCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MWCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.