Metropolitan West Intermediate Fund Quote
| MWIIX Fund | USD 9.40 0.04 0.42% |
PerformanceGood
| Odds Of DistressLow
|
Metropolitan West is trading at 9.40 as of the 25th of March 2025; that is 0.42 percent decrease since the beginning of the trading day. The fund's open price was 9.44. Metropolitan West has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund pursues its objective by investing, under normal circumstances, at least 90 percent of its net assets in fixed-income securities rated investment grade or unrated securities determined by the Adviser to be of comparable quality. Up to 10 percent of the funds net assets may be invested in securities rated below investment grade or unrated securities determined by the Adviser to be of comparable quality. More on Metropolitan West Intermediate
Moving together with Metropolitan Mutual Fund
Metropolitan Mutual Fund Highlights
| Fund Concentration | Metropolitan West Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Metropolitan West Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Metropolitan West Intermediate [MWIIX] is traded in USA and was established 25th of March 2025. Metropolitan West is listed under Metropolitan West Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Metropolitan West Funds family. This fund now has accumulated 920.34 M in assets with no minimum investment requirementsMetropolitan West is currently producing year-to-date (YTD) return of 2.47% with the current yeild of 0.01%, while the total return for the last 3 years was 1.6%.
Check Metropolitan West Probability Of Bankruptcy
Instrument Allocation
Metropolitan West Risk Profiles
| Mean Deviation | 0.1756 | |||
| Semi Deviation | 0.1417 | |||
| Standard Deviation | 0.2378 | |||
| Variance | 0.0566 |
Metropolitan West Against Markets
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.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |