Get metropolitan west total return bond fund class m mwtrx. Investments can include government backed securities, money market instruments, and derivatives. Investment objective the total return bond fund seeks to maximize longterm total return. Metropolitan west total return bond fund class i shares. First quarter 2020 commentary metwest total return bond fund. View the latest quote, returns and news for metwest total return bond fund.
Volatility and risk volatilityas of033120 low moderate high investment category risk measures as of 033120 port avg rel bc aggr rel cat 3 yr. Volatility and risk volatilityas of033120 low moderate high investment category risk measures as of 033120 port avg rel bc aggr rel cat 3 yr std dev 3. The metwest funds are advised by metropolitan west asset. Laldx short duration income fund class a lord abbett.
Metropolitan west total return bond fund plan class keywords. Metropolitan west total return bond fund class i mwtix. It is possible to lose money when investing in securities. The fund will maintain an average duration between. Fact sheet march 31, 2020 metropolitan west total return bond fund intermediate coreplus bond p class connectwithvanguard. Metropolitan west total return bond fund plan class. Any representation to the contrary is a criminal offense. The total return bond fund seeks to maximize longterm total return. Average annual total return qtd ytd 1y 3y 5y 10y massmutual select total return bond r5 2.
Yeartodate total return of class m shares as of june 30, 2014. Metropolitan west total return bond fund class i, mwtix. Long duration total return bond fund low duration bond fund low duration emerging markets fixed income fund multiasset growth fund shiller enhanced cape shiller enhanced international cape strategic commodity fund total return bond fund ultra short bond fund. Metropolitan west total return bond fund class m a mutual fund first quarter 2020 fund fact sheet key facts investment advisor metropolitan west asset.
The pgim total return bond fund formerly prudential total return bond fund may appeal to investors seeking a core bond fund that offers a competitive yield and total return. The fund can invest up to 20% of net assets in securities below investment grade. Intermediateterm coreplus bond portfolios invest primarily in investmentgrade u. Fees and expensesas of072919 prospectus gross expense ratio 0. 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 securit ies determined by the adviser to be of comparable quality. Dec 04, 2019 learn about mwtrx with our data and independent analysis including nav, star rating, asset allocation, capital gains, and dividends. Backed by the breadth and depth of pimcos global resources and actively managed with a riskfocused approach by three industry. The total number of intermediate coreplus bond funds for the 3, 5, and 10year time periods were 530, 442, and 331, respectively. Metropolitan west total return bd m fund prospectus. In a public referendum in june 2016, the united kingdom uk voted to leave. Metropolitan west total return bd m mwtrx quote morningstar. Morningstar rating tm is calculated for products with at least a 3year history, based on a riskadjusted return measure excluding any applicable sale charges and accounts for variations in a products monthly performance. Overview this core plus bond fund is focused on maximizing total return over the course of a market cycle through the disciplined application of topdown and bottomup strategies designed to capitalize on changing valuations to also deliver attractive riskadjusted performance. The metwest total return bond fund iclass fund gained 2.
Metropolitan west unconstrained bond fund the july 29, 2019 prospectus and the. Fundbenchmark name qtr ytd 1yr 3yr 5yr 10yr since inception. Mwtix metropolitan west total return bond fund class i. Mwtrx metropolitan west total return bond fund class m. Robeco global total return bond fund fh eur lu0951484681. Pimco total return fund inst pttrx mutual funds pimco. Up to 20% of the funds net assets may be invested in. Fees and expenses of the fund the table below describes the fees and expenses that you may pay if. The information in this prospectus is not complete and may be changed.
Morningstar rating tm is calculated for products with at least a 3year history. The investment seeks to maximize longterm total return. High yield bond fund portfolio managers on page 26 of the prospectus is. Fact sheet as of 09302019 massmutual select total return. Analyze the fund metropolitan west total return bond fund class i having symbol mwtix for type mutualfunds and perform research on other mutual funds.
Metropolitan west total return bond fund plan class a mutual fund fourth quarter 2019 fund fact sheet key facts investment advisor metropolitan west asset. The fund invests in fixed income securities, including government and agency. The fund may invest in both investment grade and high yield fixed income securities. The issuer or guarantor of a fixedincome security, counterparty to an otc derivatives contract, or other borrower may not be able to make timely principal, interest, or settlement payments on an obligation. Robeco global total return bond fund is een actief beheerd fonds dat wereldwijd belegt in staats en bedrijfsobligaties uit ontwikkelde landen, maar heeft ook. Average annual total returns % a s of 2 0200331 y td 1 y ear 3 y ear 5 y ear 1 0 y ear s ince inception m etropolitan west total return bond fund 2. Mwtix metropolitan west total return bond fund class i fidelity. Find the latest metropolitan west total return mwtrx stock quote, history, news and other vital information to help you with your stock trading and investing. The fund seeks to deliver a high level of current income consistent with the preservation of capital by investing in a variety of short maturity debt securities including, corporate bonds, u. Metropolitan west total return bd i mwtix fund get prospectus filing, performance, management discussion, fund basics, investments, investment changes, financial statements, financial notes. Analyze the fund metropolitan west total return bond fund class m having.
Summary prospectus metwest total return bond fund i share. Metropolitan west total return bd i fund prospectus. The metwest funds are advised by metropolitan west asset management, llc, which is a whollyowned subsidiary of the tcw group, inc. Metropolitan west total return bond i mwtix expense ratio. Performance charts for metropolitan west total return bond fund mwtix including intraday, historical and comparison charts, technical analysis and trend lines. Total return investment objective and approach the total return bond fund seeks to maximize longterm total return. Additional risk information for this product may be found in the prospectus or. Return bond fund and metropolitan west unconstrained bond fund the july 29, 2019 prospectus and the march 6, 2020 prospectus together, the prospectuses disclosure relating to all series of metropolitan west funds each such series, a fund. The massmutual select total return bond fund seeks maximum total return, consistent with preservation of capital and prudent investment management. Barrons provides information on holdings, historical returns and other key fund data.
The securities and exchange commission has not approved or disapproved these securities or passed the adequacy of this prospectus. Metropolitan west total return bond fund class m a mutual fund first quarter 2020 fund fact sheet key facts investment advisor metropolitan west asset management, llc. It should be retained and read in conjunction with the prospectus and summary prospectus, and any previous supplements. Start a 14day free trial to morningstar premium to unlock our. Mar 31, 2000 standard performance as of mar 31, 2020. The fund invests in fixed income securities, including government and agencybacked securities, mortgagebacked securities, assetbacked securities, and corporate bonds. Find the latest metropolitan west total return mwtix stock quote, history, news and other vital information to help you with your stock trading and investing. Performance charts for metropolitan west total return bond fund mwtrx including intraday, historical and comparison charts, technical analysis and trend lines. Mwtrx quote metropolitan west total return bond fund.
The metwest total return bond fund i share received a rating of 5 stars for the 3year period, 4 stars for the 5year period, and 5 stars for the 10year period. Investments can include government backed securities, money. The prospectus, and if available the summary prospectus, contain complete information about the investment options available through your plan. View mutual fund news, mutual fund market and mutual fund interest rates. Nasdaq realtime stock quotes, news and financial information from cnbc. This fund seeks maximum total return, consistent with preservation of capital and prudent investment management. The largest drag on returns came from the allocation to securitized products, which were not immune from pricing. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities. Mwtix quote metropolitan west total return bond fund. Effective march 1, 2020, the following information replaces similar information for the fund found in the section titled fees and expenses of the fund page 98 of the prospectus. An investments overall morningstar rating, based on its riskadjusted return, is a weighted average of its applicable 3, 5, and 10year ratings.
The metwest total return bond fund i share received a rating of. Metropolitan west total return bond fund plan class a mutual fund first quarter 2020 fund fact sheet key facts investment advisor metropolitan west asset management, llc. Investment strategy from investments prospectus the investment seeks to maximize longterm total return. Overall, 4 stars, 3year, 4 stars, 5year, 4 stars, and 10year, 3 stars, rated against 533, 533, 449 and 333 products, respectively. First quarter 2020 commentary metwest total return. The fund pursues its objective by investing, under. Azl metwest total return bond fund duration is two to eight years and the dollarweighted average maturity ranges from two to fifteen years. Analyze the fund metropolitan west total return bond fund class i having symbol. Backed by the breadth and depth of pimcos global resources and actively managed with a riskfocused approach by three industryrenowned portfolio managers, pimco total return fund is a true core bond holding made up of highquality, intermediateterm bonds that can serve as a portfolio anchor no matter which way the markets. Additional risk information for this product may be found in the prospectus or other. Asset class fixed income intermediate coreplus bond primary index bloomberg barclays us aggregate bond index broad based index bloomberg barclays u. For more information about any fund offered, call 8005231188 to obtain a prospectus or, if available, a summary.