Metropolitan West Ultra Fund Quote
| MWUIX Fund | USD 4.13 0.01 0.24% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Metropolitan West is trading at 4.13 as of the 22nd of November 2024; that is 0.24 percent decrease since the beginning of the trading day. The fund's open price was 4.14. Metropolitan West has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Metropolitan West Ultra are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. 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
Metropolitan Mutual Fund Highlights
| Fund Concentration | Metropolitan West Funds, Large Blend Funds, Ultrashort Bond Funds, Ultrashort Bond, Metropolitan West Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Metropolitan West Ultra [MWUIX] is traded in USA and was established 22nd of November 2024. Metropolitan West is listed under Metropolitan West Funds category by Fama And French industry classification. The fund is listed under Ultrashort Bond category and is part of Metropolitan West Funds family. This fund now has accumulated 106.69 M in assets with minimum initial investment of 3 M. Metropolitan West Ultra is currently producing year-to-date (YTD) return of 4.53% with the current yeild of 0.0%, while the total return for the last 3 years was 2.37%.
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
| Mean Deviation | 0.0915 | |||
| Standard Deviation | 0.1498 | |||
| Variance | 0.0225 | |||
| Downside Variance | 0.0649 |
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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