Up to 20% of the funds net assets may be invested in. Investment objective the total return bond fund seeks to maximize longterm total return. Total return may have been lower in the absence of temporary expense waivers or reimbursements. See the company profile for metropolitan west total return mwtrx including business summary, industrysector information, number of employees, business summary, corporate governance, key. Metropolitan west total return bond fund class i mwtix. The issuer or guarantor of a fixedincome security, counterparty to an otc derivatives contract, or other borrower may not be able to. A total return swap is the generic name for any swap where one party agrees to pay the other the total return of a defined underlying asset, usually in return for receiving a stream of cash flows. Metropolitan west funds total return bond fund fund. The issuer of a security may repay principal more slowly than expected because of rising interest rates. Get the lastest class information for metropolitan west funds total return bond fund from zacks investment research. Dec 04, 2019 learn about mwtrx with our data and independent analysis including nav, star rating, asset allocation, capital gains, and dividends. Find our live metropolitan west total return bond fund plan class fund basic information.
Return bond fund m the fund seeks to maximize longterm total return. Fees and expensesas of072919 prospectus gross expense ratio 0. The fund pursues its objective by investing, under normal circumstanc. Metropolitan west total return bond fund class m, mwtrx. Metropolitan west total return bd i fund prospectus.
Mwtix a complete metropolitan west total return bond fund. The fund will maintain an average duration between. Apr, 2020 the voluntary waivers andor reimbursements, if applicable, are in effect up to but not including the later of 02012021 or the date of the funds next effective prospectus. Metropolitan west total return bond fund plan class as of 20191231 investment strategy. View the latest quote, returns and news for metropolitan west total return bond fund. Mwtix metropolitan west total return bond fund class i. An investments overall morningstar rating, based on its riskadjusted. Total returns for periods of less than one year are cumulative. The voluntary waivers andor reimbursements, if applicable, are in effect up to but not including the later of 02012021 or the date of the funds next effective prospectus. Up to 20% of the funds net assets may be invested in securities rated below. Metropolitan west funds total return bond fund class. Metropolitan west total return bond fund class m mwtrx.
An investments overall morningstar rating, based on its riskadjusted return, is a weighted average of its applicable 3, 5, and 10year ratings. The investment seeks to maximize longterm total return. Mwtsx fund investment objective the investment seeks to maximize longterm total return. Please click on the button below to confirm that you have read the terms and conditions and you meet the requisite criteria of your particular jurisdiction. The total return bond fund seeks to maximize longterm total return. You may pay additional fees to brokerdealers or other financial inter. Metropolitan west total return bond fund intermediate coreplus bondclass i connectwithvanguard. Asset class fixed income intermediate coreplus bond primary index bloomberg barclays us aggregate bond index broad based index bloomberg barclays u. Metropolitan west total return bond fund class i shares. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities that are determined by the adviser to be of comparable quality. The fund normally invests primarily in investment grade fixed income securities or unrated securities that are determined by the adviser to be of comparable quality. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities determined by the adviser to be of comparable quality.
Pension funds, consultants and insurance companies. Nasdaq realtime stock quotes, news and financial information from cnbc. Metropolitan west funds total return bond fund class information. Metropolitan west total return bd plan mwtsx benchmark overall morningstar rating morningstar return morningstar risk bbgbarc us universal tr usd qqq average average out of 530 intermediate coreplus bond investments. Metropolitan west total return bd m mwtrx quote morningstar. Metropolitan west total return bond fund investment objective the total return bond fund seeks to maximize longterm total return. Analyze the fund metropolitan west total return bond fund class i having symbol mwtix for type mutualfunds and perform research on other mutual funds. Metropolitan west asset management, llc investment adviser as with all mutual funds, the securities and exchange commission sec has not approved or disapproved these securities or determined if this prospectus is truthful or complete.
Investment strategy from investments prospectus the investment seeks to maximize longterm total return. Total return swaps are most commonly used with indices, single stocks, bonds and defined portfolios of loans and mortgages. The table below describes the fees and expenses you may pay if you buy and hold shares of the fund. Get metropolitan west total return bond fund class i mwtix. The securities and exchange commission has not approved or disapproved these securities or passed the adequacy of this prospectus. Fees and expenses of the fund the table below describes the fees and expenses that you may pay if you buy and hold shares of the fund. Metropolitan west total return bond fund seeks longterm total return by investing in a diversified portfolio of fixedincome securities of varying maturities issued by domestic and foreign. Metropolitan west total return bond fund p as of december 31, 2016 ticker. Any representation to the contrary is a criminal offense. Mwtsx fund metropolitan west total return bond fund plan. Find realtime mwtrx metropolitan west total return bond fund class m stock quotes, company profile, news and forecasts from cnn business. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securit ies determined by the adviser to be of comparable quality. Metropolitan west total return bond fund class i, mwtix.
Get the lastest fund performance for metropolitan west funds total return bond fund from zacks investment research. Summary prospectus metwest total return bond fund i share. Barrons provides information on holdings, historical returns and other key fund data. Metropolitan west funds total return bond fund fund performance chart. Metropolitan west total return for illustrative purposes. The fund can invest up to 20% of net assets in securities below investment grade. Metropolitan west total return mwtrx stock price, quote. Metropolitan west total return bond fund intermediate coreplus bondp class connectwithvanguard. Metropolitan west total return bond fund class m a mutual fund fourth quarter 2019 fund fact sheet key facts investment advisor metropolitan west asset management, llc. Metropolitan west total return bond fund plan class.