Metropolitan West Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return5.170.172.483.33-1.21
    Category Average4.45-0.323.363.74-1.21
    Assets for Each Yr*59.7978.0486.6989.8486.03
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.21 1.14 1.94

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $86,026 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 0.02 0.90 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 3.9 99.98 0.78 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Energy Transfer Partners LP* Energy 4.72 0.08
    Federal Home Loan Mortgage Corp* Financial Services -43.35 0.03
    Spectra Energy Partners LP* Energy -8.50 0.01
    Healthcare Realty Trust Inc* RealEstate -16.03 0.01
    Sabine Oil & Gas Holdings Inc* Energy 1.08 0.00
    Tropicana Entertainment Inc* Consumer Cyclical 24.45 0.00
    Tribune Media Co* Consumer Cyclical 0.00 0.00

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Metropolitan West Al Stephen M. Kane 19.80
    Metropolitan West Lo Stephen M. Kane 19.10
    Metropolitan West To Stephen M. Kane 19.10
    Metropolitan West Hi Stephen M. Kane 15.50
    Metropolitan West In Stephen M. Kane 15.20

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Metropolitan West Fl Jerry Cudzil 4.80
    Metropolitan West Un Stephen M. Kane 6.60
    Metropolitan West St Stephen M. Kane 14.40
    Metropolitan West Ul Mitchell A. Flack 14.50
    Metropolitan West In Stephen M. Kane 15.20