MWISX : Metropolitan West Investment Grade Credit Fund Class M

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

MWISX

Metropolitan West Investment Grade Credit Fund Class M

FI Score

35 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

0 /10

Category Score

10 /10

Market Size

0 /10

35% FI Score
  • mwisx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Metropolitan West Investment Grade Credit Fund Class M

Expenses: 0.70% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to maximize long-term total return. The fund will invest at least 90% of its net assets in investment grade fixed income securities or unrated securities that are determined by the Adviser to be of comparable quality. Up to 10% of its net assets may be invested in securities rated below investment grade. The emerging market fixed-income securities in which the fund may invest are not subject to any minimum credit quality standards, so long as the value of those investments does not cause the fund to exceed its limit on investments in securities rated below investment grade.

Largest Holdings

Amount Holding
1.16% Federal Home Loan Mortgage Corporation 3.5%
1.13% GS MORTGAGE SECURITIES TRUST 2010-C1 1.36%
1.00% Federal National Mortgage Association 2.5%
0.98% Government National Mortgage Association 3.5%
0.85% AT&T Inc 4.3%
0.82% Goldman Sachs Group, Inc. 2.88%
0.81% Federal National Mortgage Association 1.59%
0.81% Morgan Stanley 3.7%
0.80% Structured Receivables Finance 2010-B LLC 3.73%
0.79% JPMorgan Chase & Co. 3.56%
0.78% Government National Mortgage Association 5.88%
0.76% NAVIENT STUDENT LOAN TRUST 1.13%
0.76% Saxon Asset Securities Trust 0.59%
0.73% Government National Mortgage Association 0.24%
0.72% Bank of America Corporation 3.97%
0.71% Government National Mortgage Association 3.5%
0.69% GCO Ed Ln Fdg Master Trust-Ii 2.28%
0.63% Federal National Mortgage Association 2.78%
0.62% Federal Home Loan Mortgage Corporation 5.5%
0.62% Anheuser-Busch InBev Worldwide Inc. 4%
0.59% SLM Student Loan Trust 2007-2 1.16%
0.58% FHLMC Pc Prepay Prm 30 2.02%
0.56% SLC Student Loan Trust 0.9%
0.55% JPMorgan Chase & Co. 3.21%
0.55% Kraft Heinz Foods Company 5%

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