MWFRX : Metropolitan West Floating Rate Income Fund Class M

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

MWFRX

Metropolitan West Floating Rate Income Fund Class M

FI Score

32 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

32% FI Score
  • mwfrx
  • Mutual Fund
  • Bond
  • High Yield Bond

Metropolitan West Floating Rate Income Fund Class M

Expenses: 0.90% (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 primarily to maximize current income, with a secondary objective of long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in floating rate investments and in investments that are the economic equivalent of floating rate investments. The fund's investments may have any credit quality without limitation, including investments rated below investment grade. Under current market conditions, a substantial portion of the fund's portfolio will consist of leveraged loans rated below investment grade or unrated.

Largest Holdings

Amount Holding
0.98% Cigna Corporation 2.11%
0.98% Nike, Inc. 2.85%
0.95% Gfl Environmental Inc Term Loan B
0.93% T-Mobile Usa Inc Term Loan B
0.91% GENESEE & WYOMING INC TERM LOAN
0.89% HOSTESS BRANDS LLC TERM LOAN B
0.88% Arterra Wines Canada Inc Term Loan B1
0.87% CHANGE HEALTHCARE HOLDINGS TERM LOAN B
0.86% Elanco Animal Health Inc Term Loan B
0.84% LEVEL 3 FINANCING INC TERM LOAN B
0.84% BERRY GLOBAL INC TERM LOAN Y
0.80% ZAYO GROUP HOLDINGS INC TERM LOAN B
0.76% SOPHIA LP TL B 1L USD
0.73% CITYCENTER HOLDINGS LLC TERM LOAN B
0.72% SS&C TECHNOLOGIES INC TERM LOAN B5
0.72% Churchill Downs Inc Term Loan B
0.71% Virgin Media Bristol Llc Term Loan N
0.71% CHARTER COMMUNICATIONS OPER TERM LOAN B1
0.71% Refresco Holding Bv Term Loan B3
0.71% COMMSCOPE INC TERM LOAN B2
0.71% RADIATE HOLDCO LLC TERM LOAN B
0.71% Ziggo Financing Partners Term Loan I
0.69% University Support Services Term Loan B
0.69% VISTRA OPERATIONS CO LLC TERM LOAN B3
0.68% SINCLAIR TELEVISION GROU TERM LOAN B

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