Domiciled Country. Shares Outstanding. MetWest Total Return Bond Fund Performance The MetWest Total Return Bond Fund I-Class (“Fund”) gained 1.26% (net of fees) in the third quarter of 2020, beating the Bloomberg Barclays U.S. Fund Family Name. This is … Metropolitan West Total Return Bond Fund - The investment seeks to maximize long-term total return. N/A. Metropolitan West Funds. Metropolitan West Total Return Bond Fund .....Morningstar Category..... Intermediate Core-Plus Bond Investment Objective & Strategy The investment seeks to maximize long-term total return. In this event, short- and medium-duration securities are effectively converted into longer-duration securities, increasing their sensitivity … Manager. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. 2761 W. 120th Avenue, Suite 200, Westminster, CO 80234 Telephone: (303) 452-5986 • Toll Free: (800) 578-9896 • Facsimile: (303) 452-5989 www.townsendretirement.com Advisory services are offered through Townsend & Associates Inc., dba Townsend Retirement Specialists. Your plan offers investments other than the American Funds. Metropolitan West Total Return Bond Fund Plan Class A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Metropolitan West Asset Management, LLC. MWTIX - Metropolitan West Total Return Bond Fund Class I investor performance is calculated on a quarterly basis. Tad Rivelle Fund Description. Aggregate Index by nearly 64 bps and bringing the year-to-date return ahead of the benchmark by just over 100 bps. Metropolitan West Total Return Bond M Ticker: MWTRX Asset Class: Bonds Category: Intermediate Core-Plus Bond Investment Objective The investment seeks to maximize long-term total return. Fund Family Name. The investment seeks to maximize long-term total return. Metropolitan West Total Return is a bond fund and a member of the Kiplinger 25, the annual list of our favorite no-load funds. Metropolitan West Total Return Bond Fund: (MF: MWTRX) (NASDAQ Mutual Funds) As of Nov 24, 2020 08:00 PM ET. Mar 31, 1997. Metropolitan West Total Return Bond Fund Plan Class A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Metropolitan West Asset Management, LLC. Metropolitan West Total Return Bond (MWTRX), for example, boasts an annualized 8.7% return over the past five years through April 2; that bests 94% of all intermediate-term taxable bond funds. Share Class. MetWest Total Return Bond Fund I Share Class – MWTIX . View & analyze the MWTSX fund chart by total assets, risk rating, Min. View the latest MetWest Total Return Bond Fund;I (MWTIX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Metropolitan West Total Return Bond Unit Class 4 Prospectus Bond Objective. Since then, MWTRX has accumulated assets of about $13.42 billion, according to the most recently available information. Metropolitan West Total Return Bond is led by an impressive group of investors that executes a time-tested investment approach. Metropolitan West Total Return Bond Fund. Find our live Metropolitan West Total Return Bond Fund Plan Class fund basic information. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. Manager. Manager. United States. Asset Class Fixed Income - Intermediate Core-Plus Bond Primary Index Bloomberg Barclays US Aggregate Bond Index Broad Based Index Bloomberg Barclays U.S. Universal Index Net Assets $25,703.0 Million Inception … Key Stats Customize Expense Ratio Total Assets Under Management Dividend Yield Turnover … July 29, 2013 . Outperformance was largely Before you invest, you may want to review the Fund’s Prospectus, which contains more information about the Fund and its risks. Performance charts for Metropolitan West Total Return Bond Fund (MWTNX) including intraday, historical and comparison charts, technical analysis and trend lines. Stock Advisor Flagship … Plan Class Shares – MWTSX . Metropolitan West Total Return Bond Fund. Share Class. Metropolitan West Total Return Bond Fund (MWTRX) Historical ETF Quotes - Nasdaq offers historical quotes & market activity data for US and global markets. United States. Metropolitan West Total Return Bd M (MWTRX) 11.66-0.02 (-0.17%) USD | Dec 4 Quote; Performance; Allocations; Holdings; Fundamental Chart; Data; Returns Chart. Research current and historical price charts, top holdings, management and full profile. Real time Metropolitan West Total Return Bond Fund (MWTRX) stock price quote, stock graph, news & analysis. It assumes reinvestment of dividends and capital gains, and does … Administrative Share Class – MWTNX . Real time Metropolitan West Total Return Bond Fund (MWTRX) Dividends Latest Stock Picks Investing Basics ... Return. For more information, please read the prospectus available from your employer or the plan’s financial adviser. Currency. N/A. Tad Rivelle Fund Description. MWTIX - Metropolitan West Total Return Bond Fund Class I: News; Ownership; SEC Filings; Performance; 13F; Industry; SEC Filings This page shows a list of all the recent SEC filings of MWTIX - Metropolitan West Total Return Bond Fund Class I N-CSRS - MWLIX / METROPOLITAN WEST LOW DURATION BOND FUND N-CSRS - - METROPOLITAN WEST FUNDS 2019-12-04 sec.gov Metropolitan West … Metropolitan West Total Return Bond Fund Class I MWTIX Growth of a Hypothetical $10,000 Investment as of 11/30/2020 This fund has multiple managers, view MWTIX quote page for complete information. Asset Class Fixed Income - Intermediate Core-Plus Bond Primary Index Bloomberg Barclays US Aggregate Bond Index Broad Based Index Bloomberg Barclays U.S. Universal Index Net Assets $24,656.9 Million Inception … Learn more about mutual funds at fidelity.com. Add to portfolio. $11.67 USD-0.01 (-0.09%) Zacks MF Rank More Info. M. Currency. Get quote details and summary for MetWest Total Return Bond Fund;Plan (MWTSX). Shares Outstanding. Metropolitan West Total Return Bond Fund Intermediate Core-Plus Bond|Class I ConnectwithVanguard fi>vanguard.com Risk terms Extension: The issuer of a security may repay principal more slowly than expected because of rising interest rates. In depth view into MWTRX (Metropolitan West Total Return Bd M) including performance, dividend history, holdings and portfolio stats. See performance data and interactive charts for Metropolitan West Total Return Bond Fund (MWTRX). Domiciled Country. 10,000 12,000 14,000 $16,000 11 13 15 17 19 This graph represents the growth of a hypothetical investment of $10,000. Integra 401(k) – E – Metropolitan West Total Return Bond. View mutual fund news, mutual fund market and mutual fund interest rates. A high-level overview of Metropolitan West Total Return Bond Fund Class I Inst (MWTIX) stock. Mar 31, 2000. Metropolitan West Total Return Bond Fund I 1. Inception Date. The fund listed on this page is managed by Metropolitan West Funds. Metropolitan West Total Retail Bond M debuted in April of 1997. S&P. Fund Facts Inception Date: Mar 31, 2000: CUSIP: 592905509: Ticker Symbol: MWTIX: Morningstar Category: ‡ Intermediate Core-Plus Bond… USD. investment, market cap and category. Inception Date. Analyze the Fund Metropolitan West Total Return Bond Fund Class I having Symbol MWTIX for type mutual-funds and perform research on other mutual funds. On a separate note, Morningstar has lowered the star ratings of the $65.1 billion Pimco Total Return fund, the $72.9 billion Metropolitan West Total Return fund and the $6.4 billion TCW Total Return Bond fund, from four stars to three stars. Metropolitan West Funds. MWTRX | A complete MetWest Total Return Bond Fund;M mutual fund overview by MarketWatch. Inst. M Share Class – MWTRX . USD. Current and Historical Performance Performance for Metropolitan West Total Return on Yahoo Finance. Metwest Total Return Bond Fund ( MWTRX ) Dividends Latest stock Picks Investing...! 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