Metwest total return bond fund
The Metropolitan West Total Return Bond Fund falls within Morningstar’s intermediate-term bond category. Intermediate-term bonds are those with maturities in the three- to 10-year range. Inflows ... MetWest Total Return Bond Fund Bloomberg U.S. Aggregate Bond Index Expense Ratio (%) I Share I-2 Share M Share P Share Gross 0.44 0.52 0.65 0.36 Annual fund operating expenses as stated in the Prospectus dated July 29, 2022. Source: TCW, BNY Mellon Morningstar Analyst Rating™ I, I-2, M, and P Share; Rated 12/22/2022 ©2023 …
Did you know?
Total returns include reinvestment of dividends and distributions. Current performance may be lower or higher than the performance data presented. …Expense Ratio 0.780%. Distribution Fee Level High. Share Class Type No Load. Category Intermediate Core-Plus Bond. Credit Quality / Interest Rate Sensitivity Medium / Moderate. Min. Initial ...The Total Return Bond Fund seeks to maximize long-term total return. The Fund will maintain an average duration between 2 and 8 years. Investments can include …
MetWest Total Return Bond Fund Fund Information I Share I-2 Share M Share P Share 12/31/22 NAVterm total return. $9.04 $9.04 $9.05 $8.48 Minimum Investment $3 million $3 million $5,000 $25 million Distributions Monthly Monthly Monthly Monthly Portfolio Turnover (1 Year Ended 12/31/22) 432% 432% 432% 432%The investment seeks to maximize long-term total return. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Up to 20% of the fund's net assets may be invested in securities ...The Total Return Bond Fund seeks to maximize long-term total return. Overview This core plus bond fund is focused on maximizing total return over the course of a market cycle through the disciplined application of top-down and bottom-up strategies designed to capitalize on changing valuations to also deliver attractive risk-adjusted performance.The overall rating is derived from a weighted average of the fund's three-, five-, and ten-year average annual returns, as applicable. Click on the question ...Mar 31, 1997. 25.18. 25.2%. Laird R. Landmann Group Managing Director Co-Director Fixed Income U.S. Fixed Income Mr. Landmann is a Generalist Portfolio Manager in the U.S. Fixed Income Group. He joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest).
The MetWest Total Return Bond Fund I-Class (“Fund”) was down 3.57% in the third quarter of 2023, trailing the Bloomberg . U.S. Aggregate Bond Index (“benchmark”) by 34 bps. Interest rates were meaningfully higher over the quarter; thus, a longer-than-benchmark duration was a primary cause of the underperformance.Investment Policy. The Fund seeks maximum total return, consistent with preservation of capital and prudent investment management. The Fund seeks to achieve its investment objective by investing ...…
Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. Metropolitan West Total Return Bond Fd Plan Cl Shs. $8.15. I2. MWTT. Possible cause: MetWest Total Return Bond Fund For more informa...
The Total Return Bond Fund seeks to maximize long-term total return. Fees and Expenses of the Fund The table below describes the fees and expenses that you may pay if you buy, hold and sell shares of the Fund. You may pay other fees, such as brokerage commissions and other fees to financial intermediaries, which are not reflected in the tablesApr 29, 2019 · The Fund invests in the U.S. and abroad, including emerging markets, and may purchase securities of varying maturities issued by domestic and foreign corporations and governments. The Fund may invest up to 25% of its assets in foreign securities that are denominated in U.S. dollars. The Fund may invest up to 15% of its assets in securities of ...
The MetWest Total Return Bond Fund I-Class (“Fund”) was down 3.57% in the third quarter of 2023, trailing the Bloomberg . U.S. Aggregate Bond Index (“benchmark”) by 34 bps. Interest rates were meaningfully higher over the quarter; thus, a longer-than-benchmark duration was a primary cause of the underperformance. MetWest Total Return Bond Fund For more information about the Fund call us at 800 241 4671 Visit our web site for a full menu of products and services at TCW.com 865 South Figueroa Street, Suite 1800Family of Funds Los Angeles, California 90017 www.TCW.com | TCWGroup FUNDmwFACT_TR 11/7/23 MetWest Funds are distributed by TCW Funds …See TCW Total Return Bond Fund (TGLMX) mutual fund ratings from all the top fund analysts in one place. See TCW Total Return Bond Fund performance, holdings, fees, risk and other data from ...
most reputable precious metal dealers MetWest Total Return Bond Fund (CIT) DECEMBER 31, 2022 | TCW FACT SHEET Supplemental Information Additional Information TCW has managed an institutional composite portfolio under the name of TCW Core Plus Fixed Income since August 1, 1996. The performance that is referenced below reflects that of the institutional …Find the latest Metropolitan West Total Return Bond Fund (MWTRX) stock quote, history, news and other vital information to help you with your stock trading and investing. northface stockhow to start investing in real estate with no money METROPOLITAN WEST TOTAL RETURN BOND FUND M (MWTRX) M (MWTRX) Other (MWTSX) I2 (MWTTX) I (MWTIX) Admin (MWTNX) Fund MWTRX Price as of: NOV 28, 05:00 PM EST $8.83 + $0.04 + 0.46%. Primary Theme. U.S. Intermediate-Term Bond Duration. fund company ... At MetWest, Mr. Kane was responsible for leading … aminex Complete MetWest Total Return Bond Fund;M funds overview by Barron's. View the MWTRX funds market newsMWTIX | A complete MetWest Total Return Bond Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. best banks in scverizon guidancefarm land reits MetWest Total Return Bond Fund For more information about the Fund call us at 800 241 4671 Visit our web site for a full menu of products and services at TCW.com 865 South Figueroa Street, Suite 1800Family of Funds Los Angeles, California 90017 www.TCW.com | TCWGroup FUNDmwFACT_TR 11/7/23 MetWest Funds are distributed by TCW Funds Distributors LLC.1 de ago. de 1996 ... MetWest Total Return Bond Fund (Part of the TCW Multiple Investment Trust) was 1/30/15. The performance shown prior to that date is that of ... banks with digital debit cards Previous Close. $8.29. MetWest Total Return Bond Fund;Plan advanced mutual fund charts by MarketWatch. View MWTSX mutual fund data and compare to other funds, stocks and exchanges. hightowertrader joes cryptowebull get free stock Nov 8, 2023 · MWTIX - Metropolitan West Total Return Bd I - Review the MWTIX stock price, growth, performance, sustainability and more to help you make the best investments.