Metropolitan West Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return1.045.170.172.480.88
    Category Average-0.604.45-0.323.361.07
    Assets for Each Yr*32.5959.7978.0486.6987.69
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 0.88 2.30 3.64

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $87,689 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 0.02 0.90 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.6 99.98 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    AGNC Investment Corp* RealEstate 11.47 0.01
    Seventy Seven Energy Inc* Energy -9.26 0.00
    Arch Coal Inc* Basic Materials -13.20 0.00

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Metropolitan West Al Stephen M. Kane 18.70
    Metropolitan West Lo Stephen M. Kane 18.10
    Metropolitan West To Stephen M. Kane 18.10
    Metropolitan West Hi Stephen M. Kane 14.40
    Metropolitan West In Stephen M. Kane 14.10

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Metropolitan West Fl Jerry Cudzil 3.70
    Metropolitan West Un Stephen M. Kane 5.50
    Metropolitan West St Stephen M. Kane 13.40
    Metropolitan West Ul Mitchell A. Flack 13.40
    Metropolitan West In Stephen M. Kane 14.10