MWSTX : Metropolitan West Strategic Income Fund Class M

MWSTX is a Bond Market High Yield Bond with HIGH fees.

MWSTX

Metropolitan West Strategic Income Fund Class M

FI Score

10 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

10% FI Score
  • mwstx
  • Mutual Fund
  • Bond
  • High Yield Bond

Metropolitan West Strategic Income Fund Class M

Expenses: 1.84% (Better than 0% 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 without tracking any particular markets or indices. The fund pursues its objective by using techniques intended to provide absolute (positive) returns in all markets and employs a strategy intended to produce high income while exploiting disparities or inefficiencies in markets. It focuses on inefficiencies related to secured or asset-backed debt compared with unsecured and subordinated debt or equity of companies and issuers. Additionally, the fund focuses on longer-term cyclical anomalies in the fixed income markets to both enhance yield and realize potential price appreciation.

Largest Holdings

Amount Holding
2.28% Indymac Indx Mtg 0.68%
2.25% Mastr Asset Backed Secs Trust 2007 0.77%
2.15% First Franklin Mortgage Loan Trust 0.71%
2.07% Wells Fargo Hm Eqt 0.81%
1.74% ACE Securities Corp Home Equity Loan Trust Series 2007-SL2 0.64%
1.51% SG Mtg Secs Tr 200 0.73%
1.35% Morgan Stanley ML 5.96%
1.26% C-Bass Mtg 07-Cb2 3.94%
1.11% Scholar Funding Trust 2013-A 1.54%
1.07% Merrill Lynch Mortgage Investors, Inc. 1.65%
1.05% Federal Home Loan Mortgage Corporation 5.54%
0.94% JpMorgan MrtgAcq 4.23%
0.91% Oakwood Mtg Invest 5.9%
0.88% Mid-State Capital 8.9%
0.87% AGL Capital Corporation 3.25%
0.81% Farmers Exchange Capital II 6.15%
0.81% Citigroup Mortgage Loan Trust 3.65%
0.75% Kraft Foods Group Inc. 5%
0.74% TREMAN PARK CLO LTD/LLC 2.21%
0.72% CVS Health Corp 5.05%
0.68% AT&T Inc 4.8%
0.67% Nationwide Mutual Insurance Company 3.03%
0.66% Federal Home Loan Mortgage Corporation 5.57%
0.66% General Electric Company 2.17%
0.65% First Franklin Mortgage Loan Trust 0.59%

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