Metropolitan West AlphaTrak 500
11766 Wilshire Blvd Suite 1580 Los Angeles CA 90025
Map
Phone: 800-241-4671
| Category: | Large Blend | | Fund Family: | Metropolitan West Funds | | Net Assets: | 35.09M | | Year-to-Date Return: | 33.35% | | Yield: | 2.53% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jun-98 |
|
Stephen Kane
Lead Manager since
29-Jun-98 | | | STEPHEN KANE Generalist Portfolio Manager and Corporate Bond Specialist Prior to founding Metropolitan West Asset Management, he was a fixed income portfolio manager at Hotchkis and Wiley. Before that, he was VP & fixed income specialist at the Pacific Investment Management Company. Mr. Kane was responsible for managing client relationships on accounts totaling approximately $7 billion. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks a total return that exceeds the return of the S&P index. The fund invests in S&P index futures with a fix-income portfolio. It also may invest in S&P swap contracts. The fund normally invests at least 85% of assets in fixed income securities rated at least investment grade. It invests up to 15% of assets in securities rated below investment grade but rated B or higher. The fund may also invest a portion of assets in foreign securities. |
| Last Dividend
(30-Sep-09):
| 0.06 | | Last Cap Gain
(14-Dec-09):
| 0.22 | | Annual Holdings Turnover
| 145.00% | | Average for Category:
| 78.74% |
|
| Expense | MWATX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
|
|
0.51% Nasdaq 
Profile
