The fund is an enhanced S&P 500 Index fund that combines a fixed-income portfolio with non-leveraged investments in S&P 500 Index futures. The portfolio duration is up to three years and the dollar-weighted average maturity is up to five years. At least 85% of the fund's fixed income investments are securities rated at least investment grade or unrated securities determined by the Adviser to be of comparable quality.

Nasdaq

MWATX

The advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in a diversified portfolio of corporate debt instruments of varying maturities issued by U.S. and foreign corporations domiciled in developed market and emerging market countries. The fund may invest in securities of any maturity, and there is no limit on the weighted average maturity of the fund's portfolio.

MWCBX

The fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities and instruments it regards as bonds in the U.S. and abroad, including emerging markets, and may purchase securities of varying maturities issued by domestic and foreign corporations and governments. It may invest in both investment grade and "junk bonds", subject to investing no more than 50% of its total assets in securities rated below investment grade.

MWCIX

The fund primarily invests in debt securities issued by securitized vehicles and similar instruments that meet positive-screened ESG criteria for sustainability. It focuses on securities rated investment grade or of comparable quality as determined by the adviser.

MWESX

The investment seeks a high level of current income with a secondary objective of long-term capital appreciation.  The fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities and instruments that generate income. These investments include securities issued in the U.S. and abroad by domestic and foreign corporations and governments, including emerging markets.

MWFEX

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in floating rate investments and in investments that are the economic equivalent of floating rate investments. The fund's investments may have any credit quality without limitation, including investments rated below investment grade. Under current market conditions, a substantial portion of the fund's portfolio will consist of leveraged loans rated below investment grade or unrated.

MWFLX

The investment seeks to maximize long-term total return consistent with preservation of capital. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in high yield bonds (commonly known as "junk bonds"), which are bonds rated below investment grade or unrated bonds determined by the Adviser to be of comparable quality. Under normal circumstances, the portfolio duration is two to eight years and the fund's dollar-weighted average maturity ranges from two to fifteen years.

MWHYX

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.

MWIGX

The fund pursues its objective by investing, under normal circumstances, at least 90% of its net assets in fixed-income securities rated investment grade or unrated securities determined by the Adviser to be of comparable quality. Up to 10% of the fund's net assets may be invested in securities rated below investment grade or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities it regards as bonds.

MWIIX

The investment seeks to maximize current income, consistent with preservation of capital. The fund pursues its objective by investing, under normal circumstances, at least 70% of its net assets in highly rated fixed income securities or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities it regards as bonds.

MWLDX

The mutual fund aims to generate income by investing primarily in lower-quality debt securities, including junk bonds, rated below investment grade by major credit rating agencies.

MWOPX

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. The adviser focuses on inefficiencies related to secured or asset-backed debt compared with unsecured and subordinated debt or equity of companies and issuers. Additionally, the adviser focuses on longer-term cyclical anomalies in the fixed income markets to both enhance yield and realize potential price appreciation.

MWSTX

MWTIX

The investment seeks to maximize long-term total return. 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. Up to 20% of the fund's net assets may be invested in securities rated below investment grade or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80% of its net assets, plus any borrowings for investment purposes in fixed income securities it regards as bonds.

MWTRX

The investment seeks to maximize current income, consistent with preservation of capital. The fund pursues its objective by investing 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. It also invests at least 80% of its net assets, plus any borrowings for investment purposes in fixed income securities it regards as bonds. The portfolio duration will remain within one year of its benchmark index, and its dollar-weighted average maturity can exceed one year.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
MWATX	Metropolitan West AlphaTrak 500 Fund	Large Cap Blend Equities	Jun 29, 1998	0.47%	11.13%	13.51%	5.25%
MWCBX	Metropolitan West Corporate Bond Fund	Corporate Bonds	Jun 29, 2018	2.40%	-1.36%	—	3.92%
MWCIX	Metropolitan West Unconstrained Bond Fund	Nontraditional Bonds	Sep 29, 2011	0.76%	0.95%	2.26%	6.81%
MWESX	MetWest ESG Securitized Fund	Intermediate Core-Plus Bond	Sep 29, 2021	0.49%	2.35%	—	6.08%
MWFEX	Metropolitan West Flexible Income Fund	Multisector Bonds	Nov 29, 2018	0.55%	0.35%	—	8.11%
MWFLX	Metropolitan West Floating Rate Income Fund	Bank Loan	Jun 27, 2013	0.70%	3.69%	3.96%	8.79%
MWHYX	Metropolitan West High Yield Bond Fund	High Yield Bonds	Sep 30, 2002	0.85%	1.28%	3.35%	6.55%
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	Jun 29, 2018	1.87%	-0.23%	—	5.55%
MWIIX	Metropolitan West Intermediate Bond Fund	Intermediate Core-Plus Bond	Jun 28, 2002	0.47%	-0.89%	1.39%	4.40%
MWLDX	Metropolitan West Low Duration Bond Fund	Short-Term Bond	Mar 31, 1997	0.62%	0.45%	1.22%	4.15%
MWOPX	Metropolitan West Opportunistic High Income Credit...	High Yield Bonds	Jul 29, 2021	0.60%	-0.12%	—	7.85%
MWSTX	Metropolitan West Strategic Income Fund	Nontraditional Bonds	Jun 29, 2003	1.04%	0.78%	2.31%	7.48%
MWTIX	Metropolitan West Total Return Bond Fund Class I	Total Bond Market	—	0.45%	-1.80%	1.32%	4.35%
MWTRX	Metropolitan West Total Return Bond Fund	Intermediate Core-Plus Bond	Mar 31, 1997	0.65%	-1.87%	1.09%	4.13%
MWUSX	Metropolitan West Ultra Short Bond Fund	Ultrashort Bond	Jun 30, 2003	0.50%	0.98%	1.12%	4.32%

Metropolitan West Funds Mutual Funds List

Risk vs. Return Scatterplot