MWIMX : Metropolitan West Intermediate Bond Fund Class M

MWIMX is a Bond Market Total US Bond Market with MODERATE fees.

MWIMX

Metropolitan West Intermediate Bond Fund Class M

FI Score

53 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

53% FI Score
  • mwimx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Metropolitan West Intermediate Bond Fund Class M

Expenses: 0.69% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks to maximize current income, consistent with preservation of capital. The fund pursues its objective by investing, under normal circumstances, at least 90% of its net assets in fixed-income securities rated investment grade or unrated securities that are determined by the Adviser to be of comparable quality. Up to 10% of the fund's net assets may be invested in securities rated below investment grade. The fund also invests at least 80% of its net assets plus borrowings for investment purposes in fixed income securities it regards as bonds.

Largest Holdings

Amount Holding
12.17% United States Treasury Notes 0.5%
4.33% United States Treasury Notes 0.12%
3.77% United States Treasury Notes 0.38%
1.49% Federal National Mortgage Association 2.5%
1.25% Federal National Mortgage Association 3%
1.20% United States Treasury Notes 0.25%
1.05% Federal Home Loan Banks 3.5%
0.92% Fnma Pass-Thru I 3.5%
0.90% United States Treasury Notes 0.12%
0.83% Kraft Heinz Foods Company 5%
0.75% Government National Mortgage Association 3%
0.71% New Century Home Equity Loan Trust 2005-1 1.16%
0.65% RBSSP Resecuritization Trust 3.58%
0.65% Safina Ltd. 2%
0.58% Federal National Mortgage Association 3.99%
0.57% Structured Adj Rate Mtg Loan Trust 3.82%
0.54% Federal Home Loan Mortgage Corporation 3.95%
0.54% Government National Mortgage Association 3%
0.53% Bank of America Corporation 3%
0.51% CVS Health Corp 4.3%
0.50% United States Treasury Notes 0.38%
0.49% SLM Student Loan Trust 1.74%
0.48% Citigroup Commercial Mortgage Trust 3.62%
0.48% J P Morgan Mortgage Acquisition Corporation 0.78%
0.48% Federal National Mortgage Association 3%

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