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Morningstar

Metropolitan West Oppc Hi Inc Crdt M MWORX

Morningstar Medalist Rating
Medalist Rating as of | See Metropolitan West Investment Hub
  • NAV / 1-Day Return 7.42  /  +0.06 %
  • Total Assets 1.4 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 7.51%
  • Effective Duration —

USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 1:05 AM GMT+0

Morningstar’s Analysis MWORX

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

  • People Pillar

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

Metropolitan West Oppc Hi Inc Crdt M boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MWORX

More MWORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Securitized

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Government

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