Metropolitan West Unconstrained Fund Manager Performance Evaluation
| MWCIX Fund | USD 10.48 0.01 0.1% |
The fund secures a Beta (Market Risk) of 0.0068, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Metropolitan West's returns are expected to increase less than the market. However, during the bear market, the loss of holding Metropolitan West is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Metropolitan West Unconstrained are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Metropolitan West is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | TCW MetWest Unconstrained Bond Fund Q3 2025 Commentary - Seeking Alpha | 11/12/2025 |
| Expense Ratio Date | 29th of July 2025 | |
| Expense Ratio | 0.7500 |
Metropolitan |
Metropolitan West Relative Risk vs. Return Landscape
If you would invest 1,035 in Metropolitan West Unconstrained on October 30, 2025 and sell it today you would earn a total of 13.00 from holding Metropolitan West Unconstrained or generate 1.26% return on investment over 90 days. Metropolitan West Unconstrained is currently producing 0.0209% returns and takes up 0.1133% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Metropolitan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Metropolitan West Current Valuation
Overvalued
Today
Please note that Metropolitan West's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Metropolitan West secures a last-minute Real Value of $9.63 per share. The latest price of the fund is $10.48. We determine the value of Metropolitan West from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Metropolitan West is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Metropolitan Mutual Fund. However, Metropolitan West's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.48 | Real 9.63 | Hype 10.48 | Naive 10.46 |
The intrinsic value of Metropolitan West's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Metropolitan West's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Metropolitan West Unconstrained helps investors to forecast how Metropolitan mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Metropolitan West more accurately as focusing exclusively on Metropolitan West's fundamentals will not take into account other important factors: Metropolitan West Target Price Odds to finish over Current Price
The tendency of Metropolitan Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.48 | 90 days | 10.48 | about 9.88 |
Based on a normal probability distribution, the odds of Metropolitan West to move above the current price in 90 days from now is about 9.88 (This Metropolitan West Unconstrained probability density function shows the probability of Metropolitan Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Metropolitan West has a beta of 0.0068. This indicates as returns on the market go up, Metropolitan West average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Metropolitan West Unconstrained will be expected to be much smaller as well. Additionally Metropolitan West Unconstrained has an alpha of 0.0041, implying that it can generate a 0.004129 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Metropolitan West Price Density |
| Price |
Predictive Modules for Metropolitan West
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Metropolitan West. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Metropolitan West Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Metropolitan West is not an exception. The market had few large corrections towards the Metropolitan West's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Metropolitan West Unconstrained, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Metropolitan West within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.54 |
Metropolitan West Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Metropolitan West for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Metropolitan West can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 8.91% of its assets in cash |
Metropolitan West Fundamentals Growth
Metropolitan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Metropolitan West, and Metropolitan West fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Metropolitan Mutual Fund performance.
| Total Asset | 2.15 B | ||||
About Metropolitan West Performance
Evaluating Metropolitan West's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Metropolitan West has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Metropolitan West has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in securities and instruments it regards as bonds in the U.S. and abroad, including emerging markets, and may purchase securities of varying maturities issued by domestic and foreign corporations and governments. It may invest in both investment grade and junk bonds, subject to investing no more than 50 percent of its total assets in securities rated below investment grade.Things to note about Metropolitan West performance evaluation
Checking the ongoing alerts about Metropolitan West for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Metropolitan West help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 8.91% of its assets in cash |
- Analyzing Metropolitan West's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Metropolitan West's stock is overvalued or undervalued compared to its peers.
- Examining Metropolitan West's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Metropolitan West's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Metropolitan West's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Metropolitan West's mutual fund. These opinions can provide insight into Metropolitan West's potential for growth and whether the stock is currently undervalued or overvalued.
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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| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |