Current and Historical Performance Performance for Metropolitan West Total Return on Yahoo Finance. Metropolitan West Total Return Bond Fund Intermediate Core-Plus Bond|Class I ConnectwithVanguard fi>vanguard.com Risk terms Extension: The issuer of a security may repay principal more slowly than expected because of rising interest rates. United States. Metropolitan West Total Return Bond is led by an impressive group of investors that executes a time-tested investment approach. Metropolitan West Total Return is a bond fund and a member of the Kiplinger 25, the annual list of our favorite no-load funds. Administrative Share Class – MWTNX . Real time Metropolitan West Total Return Bond Fund (MWTRX) stock price quote, stock graph, news & analysis. Metropolitan West Total Return Bond Fund (MWTRX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. See performance data and interactive charts for Metropolitan West Total Return Bond Fund (MWTRX). Metropolitan West Total Return Bond Fund Class I MWTIX Growth of a Hypothetical $10,000 Investment as of 11/30/2020 This fund has multiple managers, view MWTIX quote page for complete information. Metropolitan West Total Return Bond Fund. Metropolitan West Total Return Bond (MWTRX), for example, boasts an annualized 8.7% return over the past five years through April 2; that bests 94% of all intermediate-term taxable bond funds. View the latest MetWest Total Return Bond Fund;I (MWTIX) stock price, news, historical charts, analyst ratings and financial information from WSJ. USD. Metropolitan West Funds. Tad Rivelle Fund Description. On a separate note, Morningstar has lowered the star ratings of the $65.1 billion Pimco Total Return fund, the $72.9 billion Metropolitan West Total Return fund and the $6.4 billion TCW Total Return Bond fund, from four stars to three stars. Metropolitan West Total Return Bond Fund .....Morningstar Category..... Intermediate Core-Plus Bond Investment Objective & Strategy The investment seeks to maximize long-term total return. View & analyze the MWTSX fund chart by total assets, risk rating, Min. Shares Outstanding. July 29, 2013 . Asset Class Fixed Income - Intermediate Core-Plus Bond Primary Index Bloomberg Barclays US Aggregate Bond Index Broad Based Index Bloomberg Barclays U.S. Universal Index Net Assets $25,703.0 Million Inception … Share Class. Learn more about mutual funds at fidelity.com. Performance charts for Metropolitan West Total Return Bond Fund (MWTNX) including intraday, historical and comparison charts, technical analysis and trend lines. It assumes reinvestment of dividends and capital gains, and does … The fund listed on this page is managed by Metropolitan West Funds. Metropolitan West Total Return Bond Fund: (MF: MWTRX) (NASDAQ Mutual Funds) As of Nov 24, 2020 08:00 PM ET. Your plan offers investments other than the American Funds. Mar 31, 1997. investment, market cap and category. Metropolitan West Total Return Bond M Ticker: MWTRX Asset Class: Bonds Category: Intermediate Core-Plus Bond Investment Objective The investment seeks to maximize long-term total return. In depth view into MWTRX (Metropolitan West Total Return Bd M) including performance, dividend history, holdings and portfolio stats. Asset Class Fixed Income - Intermediate Core-Plus Bond Primary Index Bloomberg Barclays US Aggregate Bond Index Broad Based Index Bloomberg Barclays U.S. Universal Index Net Assets $24,656.9 Million Inception … Stock Advisor Flagship … Metropolitan West Total Return Bond Fund. Before you invest, you may want to review the Fund’s Prospectus, which contains more information about the Fund and its risks. Inception Date. Metropolitan West Total Return Bond Fund Plan Class A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Metropolitan West Asset Management, LLC. Outperformance was largely Metropolitan West Total Return Bond Unit Class 4 Prospectus Bond Objective. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Share Class. This is … In this event, short- and medium-duration securities are effectively converted into longer-duration securities, increasing their sensitivity … For more information, please read the prospectus available from your employer or the plan’s financial adviser. Metropolitan West Total Return Bond Fund Plan Class A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Metropolitan West Asset Management, LLC. 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 www.townsendretirement.com Advisory services are offered through Townsend & Associates Inc., dba Townsend Retirement Specialists. Manager. Manager. Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover … Domiciled Country. Since then, MWTRX has accumulated assets of about $13.42 billion, according to the most recently available information. Research current and historical price charts, top holdings, management and full profile. Metropolitan West Total Return Bd M (MWTRX) 11.66-0.02 (-0.17%) USD | Dec 4 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. M. Currency. View mutual fund news, mutual fund market and mutual fund interest rates. Manager. Tad Rivelle Fund Description. The investment seeks to maximize long-term total return. Aggregate Index by nearly 64 bps and bringing the year-to-date return ahead of the benchmark by just over 100 bps. Find our live Metropolitan West Total Return Bond Fund Plan Class fund basic information. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. MWTRX | A complete MetWest Total Return Bond Fund;M mutual fund overview by MarketWatch. Metropolitan West Total Retail Bond M debuted in April of 1997. M Share Class – MWTRX . MetWest Total Return Bond Fund Performance The MetWest Total Return Bond Fund I-Class (“Fund”) gained 1.26% (net of fees) in the third quarter of 2020, beating the Bloomberg Barclays U.S. Metropolitan West Funds. A high-level overview of Metropolitan West Total Return Bond Fund Class I Inst (MWTIX) stock. Currency. Plan Class Shares – MWTSX . MWTIX - Metropolitan West Total Return Bond Fund Class I: News; Ownership; SEC Filings; Performance; 13F; Industry; SEC Filings This page shows a list of all the recent SEC filings of MWTIX - Metropolitan West Total Return Bond Fund Class I N-CSRS - MWLIX / METROPOLITAN WEST LOW DURATION BOND FUND N-CSRS - - METROPOLITAN WEST FUNDS 2019-12-04 sec.gov Metropolitan West … Metropolitan West Total Return Bond Fund I 1. Shares Outstanding. Analyze the Fund Metropolitan West Total Return Bond Fund Class I having Symbol MWTIX for type mutual-funds and perform research on other mutual funds. Add to portfolio. MWTIX - Metropolitan West Total Return Bond Fund Class I investor performance is calculated on a quarterly basis. N/A. Integra 401(k) – E – Metropolitan West Total Return Bond. 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