Metropolitan West Investment Fund Quote

MWISX Fund  USD 7.78  0.02  0.26%   

Performance

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Odds Of Distress

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Metropolitan West is trading at 7.78 as of the 14th of December 2024; that is 0.26 percent decrease since the beginning of the trading day. The fund's open price was 7.8. Metropolitan West has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of June 2024 and ending today, the 14th of December 2024. Click here to learn more.
The fund invests 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. Up to 10 percent of its net assets may be invested in securities rated below investment grade. More on Metropolitan West Investment

Moving together with Metropolitan Mutual Fund

  0.89MWCIX Metropolitan WestPairCorr
  0.88MWCSX Metropolitan West PoratePairCorr
  0.9MWCRX Metropolitan WestPairCorr
  0.79MWCPX Metropolitan WestPairCorr

Moving against Metropolitan Mutual Fund

  0.84MWFRX Metropolitan WestPairCorr
  0.82MWATX Metropolitan West AlphaPairCorr
  0.53MWCBX Metropolitan West PoratePairCorr

Metropolitan Mutual Fund Highlights

Fund ConcentrationMetropolitan West Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Metropolitan West Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Metropolitan West Investment [MWISX] is traded in USA and was established 14th of December 2024. 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 10.59 M in assets with minimum initial investment of 5 K. Metropolitan West is currently producing year-to-date (YTD) return of 4.8% with the current yeild of 0.0%, while the total return for the last 3 years was 0.14%.
Check Metropolitan West Probability Of Bankruptcy

Instrument Allocation

Metropolitan West Risk Profiles

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.
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