MWLDX : Metropolitan West Low Duration Bond Fund Class M

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

MWLDX

Metropolitan West Low Duration Bond Fund Class M

FI Score

59 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

0 /10

Market Size

8 /10

59% FI Score
  • mwldx
  • Mutual Fund
  • Bond
  • High Yield Bond

Metropolitan West Low Duration Bond Fund Class M

Expenses: 0.62% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond 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 70% of its net assets in highly rated fixed income securities or unrated securities that are determined by the Adviser to be of comparable quality. Up to 30% of the fund's net assets may be invested in securities rated below highly rated securities but not more than 20% may be 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
1.77% Federal National Mortgage Association 2.5%
1.54% Federal National Mortgage Association 2.5%
1.21% Federal National Mortgage Association 0.99%
1.10% Federal Home Loan Mortgage Corporation 2.13%
0.93% Bank of America Corporation 2.37%
0.90% Federal National Mortgage Association 3%
0.79% FHLMC Pc Prepay Prm 30 2.28%
0.78% Federal National Mortgage Association 2.5%
0.72% UBS-Barclays Commercial Mortgage Trust 2012-C4 2.79%
0.69% Federal National Mortgage Association 4.16%
0.68% Federal Home Loan Mortgage Corporation 1.31%
0.68% Federal National Mortgage Association 2.97%
0.68% Santander UK Group Holdings plc 2.88%
0.63% Ubs-Barclays Commercial Mortgage Trust 2012-C2 3.52%
0.61% Kraft Heinz Foods Company 4%
0.57% COMM 2012 Commercial Mortage Trust 2.82%
0.54% NEXTERA ENERGY CAPITAL HLDGS INC 2.23%
0.53% Accredited Mortgage Loan Trust 0.71%
0.52% Federal Home Loan Mortgage Corporation 1.26%
0.52% Citibank Credit Card Issuance Trust 2.49%
0.52% United States Treasury Notes 0.35%
0.51% NXP BV/NXP Funding LLC 4.12%
0.51% GRACE MORTGAGE TRUST 3.52%
0.50% J.P. Morgan Chase Commercial Mortgage Securities Trust 3.73%
0.50% Bank of America Corporation 2.74%

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