Metropolitan West Investment Fund Quote

MWISX Fund  USD 7.79  0.05  0.65%   

Performance

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Odds Of Distress

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Metropolitan West is trading at 7.79 as of the 25th of November 2024; that is 0.65 percent up since the beginning of the trading day. The fund's open price was 7.74. Metropolitan West has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Metropolitan West Investment are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests at least 90 percent of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Up to 10 percent of its net assets may be invested in securities rated below investment grade. More on Metropolitan West Investment

Moving together with Metropolitan Mutual Fund

  0.86MWCIX Metropolitan WestPairCorr
  0.9MWCSX Metropolitan West PoratePairCorr
  0.88MWCRX Metropolitan WestPairCorr
  0.86MWCPX Metropolitan WestPairCorr

Moving against Metropolitan Mutual Fund

  0.61MWCBX Metropolitan West PoratePairCorr
  0.6MWATX Metropolitan West AlphaPairCorr
  0.56MWFLX Metropolitan WestPairCorr
  0.55MWFRX Metropolitan WestPairCorr

Metropolitan Mutual Fund Highlights

Fund ConcentrationMetropolitan West Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Metropolitan West Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Metropolitan West Investment [MWISX] is traded in USA and was established 25th of November 2024. Metropolitan West is listed under Metropolitan West Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Metropolitan West Funds family. This fund now has accumulated 10.59 M in assets with minimum initial investment of 5 K. Metropolitan West is currently producing year-to-date (YTD) return of 3.21% with the current yeild of 0.0%, while the total return for the last 3 years was -0.29%.
Check Metropolitan West Probability Of Bankruptcy

Instrument Allocation

Metropolitan West Risk Profiles

Metropolitan West Against Markets

Other Information on Investing in Metropolitan Mutual Fund

Metropolitan West financial ratios help investors to determine whether Metropolitan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Metropolitan with respect to the benefits of owning Metropolitan West security.
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