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Metropolitan West Low Duration Bd I MWLIX

Analyst rating as of
NAV / 1-Day Return
8.37  /  0.13 %
Total Assets
2.4 Bil
Adj. Expense Ratio
0.420%
Expense Ratio
0.420%
Fee Level
Average
Longest Manager Tenure
25.25 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
3,000,000
Status
Open
TTM Yield
1.23%
Effective Duration
1.96 years

Morningstar’s Analysis

Will MWLIX outperform in future?

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

Change is afoot.

Associate Director

Summary

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Metropolitan West Low Duration Bond has seen some team turnover, but it still benefits from an impressive remaining team that executes a time-tested approach. However, a recent manager departure and the uncertainty it creates led to a downgrade of the strategy's People Pillar to Above Average from High. As a result, its Morningstar Analyst Rating has been downgraded to Silver from Gold on its cheapest share classes, while its more-expensive share classes earn Bronze and Neutral ratings.

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