| 10.98 Net Asset Value | +0.09% 1 Day | +0.73% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | No Load Sales Expenses | 0.62% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.38% | 3 years | +7.77% | |
| 3 months | +1.63% | 5 years | +8.74% | |
| 1 year | +8.94% | Since inception | +7.54% |
| MWTRX | Category | |
|---|---|---|
| Performance 5-yr return | +8.74% | +5.97% |
| Expense ratio | 0.62% | 0.92% |
| Risk 5 year sharpe ratio | 2.04 | 1.31 |
| Net assets | $25.5B | $3.5B |
| Average market cap | $2.4B | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 156% | 156% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Metropolitan West Funds |
| Fund manager & tenure | Tad Rivelle / 16 Years |
| Minimal initial investment | $5,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | 100.00% |
| Consumer goods | 0.00% |
| Consumer service | 0.00% |
| Energy | 0.00% |
| Financial service | 0.00% |
| -- US Treasury Note 0.75% | 3.29% |
| -- US Treasury Note | 3.01% |
| -- US Treasury Note 0.75% | 2.98% |
| -- US Treasury Note 0.75% | 2.87% |
| -- US Treasury Note | 1.87% |
| -- Fannie Mae | 1.81% |
| -- US Treasury Note 1.625% | 1.68% |
| -- US Treasury Note 0.75% | 1.34% |
| -- US Treasury Note 0.875% | 1.17% |
| -- Fannie Mae | 1.14% |
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