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Morningstar

Metropolitan West Ultra Short Bond M MWUSX

Morningstar Analyst Rating
Quantitative rating as of | See Metropolitan West Investment Hub
  • NAV / 1-Day Return 4.10  /  0.22 %
  • Total Assets 95.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.97%
  • Effective Duration 1.69 years

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis MWUSX

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

People Pillar

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

Summary

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Strength in the People Pillar isn't sufficient for Metropolitan West Ultra Short Bond M to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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