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Morningstar

Metropolitan West Intermediate Bond M MWIMX

Morningstar Analyst Rating
Quantitative rating as of | See Metropolitan West Investment Hub
  • NAV / 1-Day Return 9.51  /  0.62 %
  • Total Assets 854.7 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 2.68%
  • Effective Duration 4.35 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 MWIMX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Metropolitan West Intermediate Bond M's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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