Metropolitan West Strategic Income M (MWSTX)
| Prev Close: | 8.41 |
|---|
| YTD Return*: | 1.37% |
|---|
| Net Assets*: | 200.87M |
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| Yield*: | 5.10% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for MWSTX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| US Treasury Note 0.5% | 2.14 | N/A |
| US Treasury Note 1.25% | 1.65 | N/A |
| Conseco Fin Secs 2002-C 8% | 1.55 | N/A |
| Green Tree Finl 1996-10 FRN | 1.45 | N/A |
| Continental Air 2007-1 6.903% | 1.32 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 200.87M |
| Category: | Nontraditional Bond |
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| Annual Report Expense Ratio (net): | 2.14% |
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Performance & Risk
| YTD Return: | 1.37% |
| 5y Avg Return: | 6.16% |
| Rank in Category (ytd): | 25 |
| % Rank in Category (ytd): | 11.01% |
| Beta (3y): | -0.01 |
| Morningstar Risk Rating: | 4 |
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.
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