Metropolitan West Intermediate Fund Quote

MWIMX Fund  USD 9.38  0.01  0.11%   

Performance

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Odds Of Distress

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Metropolitan West is trading at 9.38 as of the 12th of November 2024; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 9.39. 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. Equity ratings for Metropolitan West Intermediate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of October 2024 and ending today, the 12th of November 2024. 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

  0.69MWCIX Metropolitan WestPairCorr
  0.83MWCSX Metropolitan West PoratePairCorr
  0.71MWCRX Metropolitan WestPairCorr
  0.9MWCPX Metropolitan WestPairCorr

Moving against Metropolitan Mutual Fund

  0.37MWATX Metropolitan West AlphaPairCorr
  0.36MWCBX Metropolitan West Porate TrendingPairCorr

Metropolitan Mutual Fund Highlights

Fund ConcentrationMetropolitan West Funds, Large Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Metropolitan West Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Metropolitan West Intermediate [MWIMX] is traded in USA and was established 12th of November 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 920.34 M in assets with minimum initial investment of 5 K. Metropolitan West is currently producing year-to-date (YTD) return of 2.44% with the current yeild of 0.0%, while the total return for the last 3 years was -0.94%.
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Instrument Allocation

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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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