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.
Will MWLIX 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 MWLIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MWLIX 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 MWLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.