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Morningstar

Metropolitan West Corporate Bond M MWCSX

Morningstar Medalist Rating
Medalist Rating as of | See Metropolitan West Investment Hub
  • NAV / 1-Day Return 8.83  /  −0.33 %
  • Total Assets 5.1 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Corporate Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 3.75%
  • Effective Duration —

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 12:34 AM GMT+0

Morningstar’s Analysis MWCSX

Will MWCSX 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 MWCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MWCSX 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 MWCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Metropolitan West Corporate Bond M's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MWCSX

More MWCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.25%

7.20 372,900
Government

United States Treasury Notes 4%

4.20 217,426
Government

United States Treasury Notes 4.125%

2.50 129,483
Government

Bank of America Corp. 2.087%

2.13 110,524
Corporate

Cash & Cash Equivalents

1.53 79,272
Cash and Equivalents

T-Mobile USA, Inc. 2.55%

1.53 79,255
Corporate

HSBC Holdings PLC 2.804%

1.46 75,499
Corporate

Goldman Sachs Group, Inc. 2.6%

1.35 70,114
Corporate

Wells Fargo & Co. 3.35%

1.34 69,396
Corporate

Duke Energy Carolinas LLC 3.75%

1.06 54,688
Corporate