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. Up to 20% of the fund's net assets may be invested in securities rated below investment grade or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80% of its net assets, plus any borrowings for investment purposes in fixed income securities it regards as bonds.
Metropolitan West funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit Metropolitan West's website to open an account and purchase MWTRX.
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Metropolitan West Total Return
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MWTRX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on MWTRX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Metropolitan West Total Return
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Important: This projection uses simplified assumptions based on MWTRX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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MWTRX is the ticker symbol for Metropolitan West Total Return , a Intermediate Core Bond mutual fund managed by Metropolitan West. 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. Up to 20% of the fund's net assets may be invested in securities rated below investment grade or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80% of its net assets, plus any borrowings for investment purposes in fixed income securities it regards as bonds.
MWTRX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
MWTRX has posted a 1-year return of +5.26%, 3-year return of +3.88%, 5-year return of -0.35%, 10-year return of +27.19%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
MWTRX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether MWTRX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Intermediate Core Bond category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.