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Metropolitan West Total Return Bd M MWTRX

Analyst rating as of
NAV / 1-Day Return
10.93  /  0.01 %
Total Assets
88.3 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Above Average
Longest Manager Tenure
24.10 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
5,000
Status
Open
TTM Yield
1.20%
Effective Duration
6.35 years
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Morningstar’s Analysis

Will MWTRX outperform in future?

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

Above the pack.

Associate Director

Summary

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Metropolitan West Total Return Bond is led by an impressive group of investors that executes a time-tested investment approach. The strategy's three cheapest share classes have earned an upgrade to a Morningstar Analyst Rating of Gold, while the more expensive share classes earn a Silver rating.

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