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Metropolitan West Total Return Bd I MWTIX

Analyst rating as of
NAV / 1-Day Return
9.72  /  0.42 %
Total Assets
69.5 Bil
Adj. Expense Ratio
Expense Ratio
Fee Level
Below Average
Longest Manager Tenure
25.36 years
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
TTM Yield
Effective Duration
6.48 years

Morningstar’s Analysis

Will MWTIX outperform in future?

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

Change is afoot.

Associate Director


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Metropolitan West Total Return Bond is led by an impressive group of investors that executes a time-tested investment approach. However, an upcoming lead manager departure and the elevated potential for changes among senior leadership through 2022 has led to a downgrade of the strategy's People Pillar to Above Average from High. As a result, all share classes now earn a Morningstar Analyst Rating of Silver.

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