Metropolitan West Competition

Mutual Funds . USA . 
Fund . Metropolitan West Investment
MWIGX Fund  USD 7.78  0.02  0.26%   
Metropolitan West competes with Metropolitan West, Metropolitan West, Metropolitan West, Metropolitan West, and Metropolitan West; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of Metropolitan West Funds family. Analyzing Metropolitan West competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Metropolitan West to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Metropolitan West Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Metropolitan West competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
7.547.788.02
Details
Intrinsic
Valuation
LowRealHigh
7.407.647.88
Details
Naive
Forecast
LowNextHigh
7.527.778.01
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
7.777.827.86
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Metropolitan West. Your research has to be compared to or analyzed against Metropolitan West's peers to derive any actionable benefits. When done correctly, Metropolitan West's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Metropolitan West.

Metropolitan West Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Metropolitan West and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Metropolitan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Metropolitan West does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MWESX
+ 0.99
MWERX
MWESX
+ 0.95
MWCIX
MWERX
+ 0.93
MWCIX
MWCPX
+ 0.92
MWCRX
MWCRX
+ 0.91
MWCIX
MWERX
+ 0.88
MWCSX
  
High negative correlations   
MWCSX
- 0.88
MWATX
MWERX
- 0.84
MWATX
MWESX
- 0.79
MWATX
MWCIX
- 0.68
MWATX
MWCRX
- 0.62
MWATX
MWCSX
- 0.51
MWCBX

Risk-Adjusted Indicators

There is a big difference between Metropolitan Mutual Fund performing well and Metropolitan West Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Metropolitan West's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
MWATX  0.23  0.04 (0.05) 0.25  0.00 
(0.57)
 0.78 
(0.44)
 2.89 
MWCBX  11.81  2.37  14.21  0.15  0.00 
(23.74)
 0.84 
(0.55)
 396.69 
MWCIX  0.14 (0.02) 0.00 (1.14) 0.00 
 0.00 
 0.29 
(0.29)
 0.97 
MWCSX  0.11 (0.04) 0.00 (5.27) 0.00 
 0.00 
 0.32 
(0.43)
 1.28 
MWCRX  0.14 (0.03) 0.00 (0.63) 0.00 
 0.00 
 0.29 
(0.29)
 0.97 
MWCPX  0.13 (0.02) 0.00 (0.36) 0.00 
 0.00 
 0.39 
(0.29)
 0.97 
MWFEX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MWERX  0.25 (0.05) 0.00  4.99  0.00 
 0.00 
 0.46 
(0.70)
 1.51 
MWESX  0.27 (0.04) 0.00  1.93  0.00 
 0.00 
 0.81 
(0.58)
 1.64 
MWHIX  0.09 (0.01)(0.58)(0.38) 0.08 
(0.17)
 0.21 
(0.21)
 0.64 
All Fundamental Data

Metropolitan West Competitive Analysis

The better you understand Metropolitan West competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Metropolitan West's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Metropolitan West's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MWIGX MWATX MWCBX MWCIX MWCSX MWCRX MWCPX MWFEX MWERX MWESX
 0.26 
 7.78 
Metropolitan
 0.00 
 11.79 
Metropolitan
 0.00 
 45.25 
Metropolitan
 0.19 
 10.32 
Metropolitan
 0.00 
 9.23 
Metropolitan
 0.19 
 10.33 
Metropolitan
 0.29 
 10.31 
Metropolitan
 0.00 
 38.33 
Metropolitan
 0.46 
 8.60 
Metwest
 0.46 
 8.60 
Metwest
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Unstable
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Good
OK
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Sell
Strong Sell
Strong Buy
Cautious Hold
Sell
Cautious Hold
Cautious Hold
Hold
Buy
Cautious Hold
Net Asset
10.59 M
30.53 M
6.19 M
2.77 B
6.19 M
2.77 B
3.03 B
326.63 M
N/A
N/A
Minimum Initial Investment
N/A
5 K
N/A
3 M
5 K
N/A
N/A
3 M
N/A
N/A
Price To Book
N/A
2.68
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
1.61
14.84
0.87
2.33
1.01
2.05
2.52
4.0
N/A
N/A
One Year Return
5.34
45.29
9.76
8.98
15.66
8.78
7.43
7.06
N/A
N/A
Last Dividend Paid
0.04
0.04
0.02
0.03
0.02
0.02
0.03
0.07
N/A
N/A
Price To Earning
N/A
19.04
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Sales
N/A
1.87
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
-1.8
23.97
4.17
8.91
5.02
-15.58
-15.58
3.22
N/A
N/A
Equity Positions Weight
N/A
20.07
N/A
0.24
N/A
0.28
0.28
0.21
N/A
N/A
Three Year Return
0.0577
8.68
-2.26
1.91
-2.04
1.63
1.72
0.7
N/A
N/A
Annual Yield
0.0041
0.0406
0.002
0.0659
0.0018
0.0631
0.0665
0.0808
N/A
N/A
Year To Date Return
4.29
24.17
2.42
6.67
4.08
6.48
5.97
1.83
N/A
N/A
Bond Positions Weight
9.35
55.59
12.2
89.13
92.54
10.49
10.49
94.04
N/A
N/A
Ten Year Return
N/A
14.66
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
(9,223,372,036,855)
0.0
0.0
(9,223,372,036,855)
0.0
(9,223,372,036,855)
(9,223,372,036,855)
0.0
(9,223,372,036,855)
(9,223,372,036,855)
Day Typical Price
7.78
11.79
45.25
10.32
9.23
10.33
10.31
38.33
8.6
8.6
Period Momentum Indicator
(0.02)
N/A
N/A
(0.02)
N/A
(0.02)
(0.03)
N/A
(0.04)
(0.04)
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
7.78
11.79
45.25
10.32
9.23
10.33
10.31
38.33
8.6
8.6
Price Action Indicator
(0.01)
N/A
N/A
(0.01)
N/A
(0.01)
(0.01)
N/A
(0.02)
(0.02)
Coefficient Of Variation
(920.63)
597.89
812.19
(1,885)
(785.34)
(1,284)
(2,659)
N/A
(866.72)
(1,053)
Mean Deviation
0.1811
0.2306
11.81
0.1402
0.1144
0.1398
0.1311
N/A
0.2483
0.2671
Jensen Alpha
(0.04)
0.0357
2.37
(0.02)
(0.04)
(0.03)
(0.02)
N/A
(0.05)
(0.04)
Total Risk Alpha
(0.07)
0.0071
(0.07)
(0.04)
(0.06)
(0.05)
(0.04)
N/A
(0.09)
(0.09)
Sortino Ratio
N/A
(0.05)
14.21
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Downside Variance
N/A
0.3936
0.1724
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Standard Deviation
0.246
0.3973
48.73
0.1897
0.2029
0.188
0.193
N/A
0.3415
0.3599
Kurtosis
1.39
6.2
65.99
1.35
4.81
1.57
2.77
N/A
1.45
0.9755
Potential Upside
0.3871
0.7833
0.8394
0.2882
0.3191
0.2879
0.3902
N/A
0.4619
0.8111
Treynor Ratio
(2.78)
0.2452
0.149
(1.14)
(5.27)
(0.63)
(0.36)
N/A
4.99
1.93
Maximum Drawdown
1.03
2.89
396.69
0.9722
1.28
0.9713
0.9697
N/A
1.51
1.64
Variance
0.0605
0.1579
2374.19
0.036
0.0412
0.0354
0.0372
N/A
0.1167
0.1295
Market Risk Adjusted Performance
(2.77)
0.2552
0.159
(1.13)
(5.26)
(0.62)
(0.35)
N/A
5.0
1.94
Risk Adjusted Performance
(0.1)
0.113
0.0991
(0.07)
(0.12)
(0.09)
(0.05)
N/A
(0.09)
(0.08)
Skewness
(0.07)
0.9458
8.12
0.439
(1.35)
0.5336
0.949
N/A
(0.11)
0.387
Semi Deviation
N/A
0.0
0.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Information Ratio
(0.52)
(0.08)
0.1211
(0.58)
(0.62)
(0.61)
(0.56)
N/A
(0.41)
(0.37)
Value At Risk
(0.39)
(0.44)
(0.55)
(0.29)
(0.43)
(0.29)
(0.29)
N/A
(0.70)
(0.58)
Expected Short fall
N/A
(0.57)
(23.74)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Downside Deviation
N/A
0.6274
0.4153
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Semi Variance
N/A
(0)
(5.93)
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Metropolitan West Competition Performance Charts

Five steps to successful analysis of Metropolitan West Competition

Metropolitan West's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Metropolitan West in relation to its competition. Metropolitan West's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Metropolitan West in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Metropolitan West's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Metropolitan West, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Metropolitan West position

In addition to having Metropolitan West in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Conservative Funds Thematic Idea Now

Conservative Funds
Conservative Funds Theme
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Conservative Funds Theme or any other thematic opportunities.
View All  Next Launch

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 Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2024 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY