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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 59 Nontraditional Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Metropolitan West Funds funds
Performance
The fund has returned 10.84 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.2% |
| 1 Year | 10.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks positive long-term returns irrespective of general securities market conditions. The fund invests at least 80% of its net assets, which includes borrowings for investment purposes, in securities and instruments it regards as bonds in the U.S. and abroad, including emerging markets, and may purchase securities of varying maturities issued by domestic and foreign corporations and governments. It may invest in both investment grade and "junk bonds", subject to investing no more than 50% of its total assets in securities rated below investment grade. Normally, the average portfolio duration of this fund will vary from -3 years to 8 years.
Fees
Fees are Low compared to funds in the same category.
Metropolitan West Unconstrained Bond Fund has an expense ratio of 0.75 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
