Metropolitan West Total Fund Quote

MWTIX Fund  USD 9.00  0.02  0.22%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Metropolitan West is trading at 9.00 as of the 19th of July 2025; that is 0.22 percent increase since the beginning of the trading day. The fund's open price was 8.98. Metropolitan West has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Up to 20 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 Total

Moving together with Metropolitan Mutual Fund

  0.82MWCIX Metropolitan WestPairCorr
  0.81MWCRX Metropolitan WestPairCorr
  0.81MWCPX Metropolitan WestPairCorr
  0.97MWERX Metwest Esg SecuritizedPairCorr

Metropolitan Mutual Fund Highlights

Fund ConcentrationMetropolitan West Funds, Large Blend Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Metropolitan West Funds (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Metropolitan West Total [MWTIX] is traded in USA and was established 19th of July 2025. 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 62.03 B in assets with minimum initial investment of 3 M. Metropolitan West Total is currently producing year-to-date (YTD) return of 3.52% with the current yeild of 0.01%, while the total return for the last 3 years was 2.17%.
Check Metropolitan West Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Metropolitan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Metropolitan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Metropolitan West Total Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Metropolitan West Top Holders

SWDRXSchwab Target 2030Mutual FundTarget-Date 2030
SWHRXSchwab Target 2025Mutual FundTarget-Date 2025
SWCRXSchwab Target 2020Mutual FundTarget-Date 2020
SWIRXSchwab Target 2035Mutual FundTarget-Date 2035
SWERXSchwab Target 2040Mutual FundTarget-Date 2040
TGPNXTcw Servative AllocationMutual FundAllocation--30% to 50% Equity
SWBRXSchwab Target 2010Mutual FundTarget-Date 2000-2010
SWGRXSchwab Target 2015Mutual FundTarget-Date 2015
More Details

Metropolitan West Total Risk Profiles

Metropolitan West Against Markets

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.
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Share Portfolio
Track or share privately all of your investments from the convenience of any device