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Metropolitan West Low Duration Bond I (MWLIX)On Dec 15: 8.01   0.00 (0.00%)  
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Profile  As of 30-Nov-09Get Profile for:
Metropolitan West Low Duration Bond I
11766 Wilshire Blvd Suite 1580 Los Angeles CA 90025
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Phone: 800-241-4671
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FUND OVERVIEW 
Category:Short-Term Bond
Fund Family:Metropolitan West Funds
Net Assets:402.20M
Year-to-Date Return:14.24%
Yield:5.67%
Morningstar Rating:2 stars
Fund Inception Date:31-Mar-00
MORNINGSTAR STYLE BOX 
Short-Term Bond
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Laird Landmann
Lead Manager since 31-Mar-97
Laird Landmann is a generalist portfolio manager, whose role is to co-manage security selection and the trade execution process for Metropolitan West Asset Management LLC. He has 21 years of investment experience and has been with MWAM since founding it in 1996.
INVESTMENT INFORMATION 
Min Initial Investment:$3,000,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$50,000
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
MWLIX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks to maximize current income, consistent with preservation of capital. The fund normally invests at least 70% of net assets in highly rated securities. It invests up to 25% of assets in foreign securities that are dominated in U.S. dollars. The fund may invest up to 15% of assets in securities of foreign issuers that are not denominated in U.S. dollars. It may invest up to 10% of assets in emerging market foreign securities.
FUND OPERATIONS 
Last Dividend (30-Nov-09): 0.03
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover 38.00%
Average for Category: 114.02%
FEES & EXPENSES 
ExpenseMWLIXCategory
Avg
Total Expense Ratio:% 0.91%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 2.62%
Max Deferred Sales Load:% 2.12%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$406
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$646
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,332
* Per $10,000 invested


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