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Metropolitan West Ultra Short Bond M MWUSX

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

Morningstar’s Analysis MWUSX

Will MWUSX outperform in future?

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

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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