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Metropolitan West Funds - Metropolitan West Investment Grade Credit Fund (MWIGX)

7.54 +0.01 (+0.13%)
At close: 8:00 PM EDT
Key Events
Loading Chart for MWIGX
DELL
  • Previous Close 7.53
  • YTD Return 0.00%
  • Expense Ratio 0.50%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain -32.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 25.93M
  • Beta (5Y Monthly) 0.84
  • Yield 5.66%
  • 5y Average Return --
  • Holdings Turnover 231.00%
  • Last Dividend 0.09
  • Inception Date Jun 29, 2018

The fund invests at least 90% of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Up to 10% of its net assets may be invested in securities rated below investment grade. The emerging market fixed-income securities in which the fund may invest are not subject to any minimum credit quality standards, so long as the value of those investments does not cause the fund to exceed its limit on investments in securities rated below investment grade.

Metropolitan West Funds

Fund Family

Intermediate Core-Plus Bond

Fund Category

25.93M

Net Assets

2018-06-29

Inception Date

Performance Overview: MWIGX

Trailing returns as of 4/25/2024. Category is Intermediate Core-Plus Bond.

YTD Return

MWIGX
0.00%
Category
0.61%
 

1-Year Return

MWIGX
4.23%
Category
3.06%
 

3-Year Return

MWIGX
1.08%
Category
5.69%
 

5-Year Return

MWIGX
1.92%
Category
3.75%
 

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