| Amount | Holding |
|---|---|
| 4.99% | SPDR® S&P 500 ETF Trust |
| 3.53% | iShares Core S&P 500 ETF |
| 2.21% | United States Treasury Notes 0.35% |
| 1.60% | United States Treasury Notes 0.12% |
| 1.03% | Bank of America Corporation 2.74% |
| 0.80% | Wells Fargo Bank, National Association 2.08% |
| 0.73% | Citigroup Inc. 2.88% |
| 0.65% | JPMorgan Chase & Co. 3.21% |
| 0.65% | BRAZOS HIGHER ED AUTH INC 2.88% |
| 0.64% | Lloyds Banking Group plc 2.91% |
| 0.63% | Morgan Stanley 2.03% |
| 0.55% | Goldman Sachs Group, Inc. 2.88% |
| 0.54% | AT&T Inc 1.96% |
| 0.53% | B.A.T. Capital Corporation 2.76% |
| 0.52% | Higher Education 2.73% |
| 0.52% | Bemis Company Inc. 4.5% |
| 0.52% | NXP BV/NXP Funding LLC 4.12% |
| 0.51% | SLM Student Loan Trust 2.09% |
| 0.49% | Kraft Heinz Foods Company 4% |
| 0.49% | Park Aerospace Holdings Limited 4.5% |
| 0.48% | SLM Student Loan Trust 1.44% |
| 0.48% | Dominion Energy Inc 2.75% |
| 0.48% | Cwalt Incorporation 1.13% |
| 0.48% | Boston Properties Limited Partnership 4.12% |
| 0.48% | Healthcare Realty Trust Incorporated 3.75% |
Expense Ratio Rating
5 /10
Expense Rating
1 /10
Market Score
1 /10
Category Score
10 /10
Market Size
1 /10
$MWATX Alternatives
30%
FI Score
- mwatx
- Mutual Fund
- US Stocks
- Large Blend
Metropolitan West AlphaTrak 500 Fund
Expenses: 0.90% (Better than 0% of similar funds)
This is a bad choice for a Large Blend US Stocks fund. See why »