Metropolitan West Financials
| MWHYX Fund | USD 9.26 0.01 0.11% |
Metropolitan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Metropolitan West Fund Summary
Metropolitan West competes with Us Government, Us Government, Us Government, Us Government, and Franklin Adjustable. The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its net assets plus any borrowings for investment purposes in high yield bonds , which are bonds rated below investment grade or unrated bonds determined by the Adviser to be of comparable quality. Under normal circumstances, the portfolio duration is two to eight years and the funds dollar-weighted average maturity ranges from two to fifteen years.Specialization | High Yield Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US5929058718 |
| Business Address | METROPOLITAN WEST ASSET |
| Mutual Fund Family | Metropolitan West Funds |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 241 4671 |
| Currency | USD - US Dollar |
Metropolitan West Key Financial Ratios
Metropolitan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Metropolitan West's current stock value. Our valuation model uses many indicators to compare Metropolitan West value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Metropolitan West competition to find correlations between indicators driving Metropolitan West's intrinsic value. More Info.Metropolitan West High is number one fund in price to sales among similar funds. It also is number one fund in annual yield among similar funds fabricating about 0.10 of Annual Yield per Price To Sales. The ratio of Price To Sales to Annual Yield for Metropolitan West High is roughly 10.40 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Metropolitan West's earnings, one of the primary drivers of an investment's value.Metropolitan West High Systematic Risk
Metropolitan West's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Metropolitan West volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Metropolitan West High correlated with the market. If Beta is less than 0 Metropolitan West generally moves in the opposite direction as compared to the market. If Metropolitan West Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Metropolitan West High is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Metropolitan West is generally in the same direction as the market. If Beta > 1 Metropolitan West moves generally in the same direction as, but more than the movement of the benchmark.
Metropolitan West Thematic Clasifications
Metropolitan West High is part of Junk Bonds Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with bonds rated BB or lower. Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues
This theme covers Funds with bonds rated BB or lower. Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. Get More Thematic Ideas
Metropolitan West High is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of High Yield Bond category is currently estimated at about 57.56 Billion. Metropolitan West maintains roughly 532.56 Million in net asset contributing less than 1% to all funds under High Yield Bond category.| Junk Bonds Funds | View |
Metropolitan West March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Metropolitan West help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Metropolitan West High. We use our internally-developed statistical techniques to arrive at the intrinsic value of Metropolitan West High based on widely used predictive technical indicators. In general, we focus on analyzing Metropolitan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Metropolitan West's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1644 | |||
| Information Ratio | 0.395 | |||
| Maximum Drawdown | 0.7633 | |||
| Value At Risk | (0.22) | |||
| Potential Upside | 0.4306 |
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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