Metropolitan West Ultra Fund Quote

MWUIX Fund  USD 4.20  0.00  0.00%   

Performance

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Odds Of Distress

Low

 
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Low
Metropolitan West is trading at 4.20 as of the 19th of February 2026; that is No Change since the beginning of the trading day. The fund's open price was 4.2. Metropolitan West has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of November 2025 and ending today, the 19th of February 2026. Click here to learn more.
The fund pursues its objective by investing 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. It also invests at least 80 percent of its net assets, plus any borrowings for investment purposes in fixed income securities it regards as bonds. More on Metropolitan West Ultra

Moving together with Metropolitan Mutual Fund

  0.88TGDIX Tcw Relative ValuePairCorr
  0.91TGDVX Tcw Relative ValuePairCorr
  0.62TGCEX Tcw Select EquitiesPairCorr
  0.69TGCFX Tcw E FixedPairCorr
  0.71TGCPX Tcw Core FixedPairCorr

Moving against Metropolitan Mutual Fund

  0.65TGCNX Tcw Select EquitiesPairCorr

Metropolitan Mutual Fund Highlights

Fund ConcentrationTCW Funds, Large Funds, Ultrashort Bond Funds, Ultrashort Bond, TCW, Large Blend, Ultrashort Bond (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date29th of July 2025
Fiscal Year EndMarch
Metropolitan West Ultra [MWUIX] is traded in USA and was established 19th of February 2026. Metropolitan West is listed under TCW category by Fama And French industry classification. The fund is listed under Ultrashort Bond category and is part of TCW family. This fund now has accumulated 39.7 M in assets with minimum initial investment of 3 M. Metropolitan West Ultra is currently producing year-to-date (YTD) return of 0.59% with the current yeild of 0.04%, while the total return for the last 3 years was 5.23%.
Check Metropolitan West Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Metropolitan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Metropolitan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Metropolitan West Ultra Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Metropolitan West Ultra Risk Profiles

Metropolitan West Against Markets

Metropolitan Mutual Fund Analysis Notes

The fund maintains about 21.02% of assets in cash. Large To find out more about Metropolitan West Ultra contact the company at 800-241-4671.

Metropolitan West Ultra Investment Alerts

The fund maintains about 21.02% of its assets in cash

Metropolitan West Outstanding Bonds

Metropolitan West issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Metropolitan West Ultra uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Metropolitan bonds can be classified according to their maturity, which is the date when Metropolitan West Ultra has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Metropolitan West Predictive Daily Indicators

Metropolitan West intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Metropolitan West mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Metropolitan West Forecast Models

Metropolitan West's time-series forecasting models are one of many Metropolitan West's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Metropolitan West's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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.
Portfolio Holdings
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Technical Analysis
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