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Metropolitan West Low Duration Bd I MWLIX

Analyst rating as of
NAV / 1-Day Return
8.90  /  0.00 %
Total Assets
2.5 Bil
Adj. Expense Ratio
0.420%
Expense Ratio
0.420%
Fee Level
Below Average
Longest Manager Tenure
24.10 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
3,000,000
Status
Open
TTM Yield
1.34%
Effective Duration
1.70 years
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Morningstar’s Analysis

Will MWLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An impressive, well-balanced short-term bond strategy.

Associate Director

Summary

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Metropolitan West Low Duration Bond is run by an impressive team that has continued to execute and refine a disciplined, valuation-driven strategy. As a result, the cheapest Institutional share class earns a Morningstar Analyst Rating of Gold, while the more expensive share classes are rated Silver.

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