Metropolitan West Ultra Fund Manager Performance Evaluation
| MWUIX Fund | USD 4.20 0.01 0.24% |
The fund secures a Beta (Market Risk) of -0.0166, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Metropolitan West are expected to decrease at a much lower rate. During the bear market, Metropolitan West is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Metropolitan West Ultra are ranked lower than 16 (%) 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 | Opinion Colleges could go tuition-free if their endowment funds just invested in this stock index - MarketWatch | 01/16/2026 |
| Expense Ratio Date | 29th of July 2025 | |
| Expense Ratio | 0.3400 |
Metropolitan |
Metropolitan West Relative Risk vs. Return Landscape
If you would invest 414.00 in Metropolitan West Ultra on October 30, 2025 and sell it today you would earn a total of 6.00 from holding Metropolitan West Ultra or generate 1.45% return on investment over 90 days. Metropolitan West Ultra is currently producing 0.024% returns and takes up 0.1145% 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
Fairly Valued
Today
Please note that Metropolitan West's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Metropolitan West Ultra secures a last-minute Real Value of $4.19 per share. The latest price of the fund is $4.2. We determine the value of Metropolitan West Ultra 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 4.2 | Real 4.19 | Hype 4.32 | Naive 4.2 |
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 Ultra 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 |
| 4.20 | 90 days | 4.20 | under 4 |
Based on a normal probability distribution, the odds of Metropolitan West to move above the current price in 90 days from now is under 4 (This Metropolitan West Ultra 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 Ultra has a beta of -0.0166. This indicates as returns on the benchmark increase, returns on holding Metropolitan West are expected to decrease at a much lower rate. During a bear market, however, Metropolitan West Ultra is likely to outperform the market. Additionally Metropolitan West Ultra has an alpha of 0.013, implying that it can generate a 0.013 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 Ultra. 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 Ultra, 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 | 0.01 | |
β | Beta against Dow Jones | -0.02 | |
σ | Overall volatility | 0.02 | |
Ir | Information ratio | -0.52 |
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 Ultra can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Andreessen Horowitz raises 15 billion, doubling down on AI and defense startups - Reuters | |
| The fund maintains about 21.02% 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 | 32.83 M | ||||
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 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. The portfolio duration will remain within one year of its benchmark index, and its dollar-weighted average maturity can exceed one year.Things to note about Metropolitan West Ultra 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 Ultra help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Andreessen Horowitz raises 15 billion, doubling down on AI and defense startups - Reuters | |
| The fund maintains about 21.02% 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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