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Morningstar

Metropolitan West Low Duration Bd M MWLDX

Morningstar Analyst Rating
Analyst rating as of | See Metropolitan West Investment Hub
  • NAV / 1-Day Return 8.34  /  0.01 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.620%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 2.13%
  • Effective Duration 2.45 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:40 AM GMT+00:00

Morningstar’s Analysis MWLDX

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

People Pillar

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

New CEO at TCW; No Changes to Analyst Ratings

Associate Director

Analyst Note

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