MWCSX : Metropolitan West Corporate Bond Fund Class M

MWCSX is a Bond Market High Yield Bond with MODERATE fees.

MWCSX

Metropolitan West Corporate Bond Fund Class M

FI Score

24 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

24% FI Score
  • mwcsx
  • Mutual Fund
  • Bond
  • High Yield Bond

Metropolitan West Corporate Bond Fund Class M

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to maximize long-term total return. The advisor intends to pursue its objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in a diversified portfolio of corporate debt instruments of varying maturities issued by U.S. and foreign corporations domiciled in developed market and emerging market countries. The fund may invest in securities of any maturity, and there is no limit on the weighted average maturity of the fund's portfolio.

Largest Holdings

Amount Holding
3.73% Federal National Mortgage Association 2.5%
1.73% AT&T Inc 4.35%
1.59% GE Capital International Funding Company Unlimited Company 4.42%
1.56% GS MORTGAGE SECURITIES TRUST 2010-C1 1.36%
1.55% FHLMC Pc Prepay Prm 30 2.02%
1.51% Verizon Communications Inc. 4.02%
1.08% PacifiCorp 4.12%
1.04% JPMorgan Chase & Co. 3.11%
1.01% Federal National Mortgage Association 2.5%
0.98% Oracle Corporation 3.6%
0.87% Government National Mortgage Association 0.22%
0.85% Duke Energy Carolinas LLC 3.75%
0.75% Wells Fargo & Company 5.01%
0.74% Federal National Mortgage Association 0.36%
0.72% Berkshire Hathaway Finance Corporation 4.2%
0.70% Amgen Inc. 4.4%
0.68% Virginia Electric and Power Company 3.8%
0.67% AbbVie Inc. 4.4%
0.67% FHLMC Pc Prepay Prm 30 1.07%
0.66% Delta Air Lines Inc 2%
0.64% Anheuser-Busch InBev Worldwide Inc. 4.6%
0.64% JPMorgan Chase & Co. 4%
0.64% Bank of America Corporation 3.97%
0.63% Morgan Stanley 3.77%
0.62% US Airways Group Inc. 7.12%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo