Metropolitan West Funds Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return0.172.483.330.235.04
    Category Average-0.443.904.18-0.564.93
    Assets for Each Yr*78.0486.6989.8476.3981.02
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 5.04 2.77 2.56

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $81,016 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 0.03 0.90 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 3.6 7.56 0.86 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Metropolitan West Al Stephen M. Kane 21.00
    Metropolitan West Lo Stephen M. Kane 20.30
    Metropolitan West To Stephen M. Kane 20.30
    Metropolitan West In Stephen M. Kane 16.30
    Metropolitan West Ul Mitchell A. Flack 15.70

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Metropolitan West Fl Jerry Cudzil 6.00
    Metropolitan West Un Stephen M. Kane 7.70
    Metropolitan West Hi Stephen M. Kane 8.60
    Metropolitan West St Stephen M. Kane 15.60
    Metropolitan West Ul Mitchell A. Flack 15.70