MetWest ESG Securitized Fund (MWESX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MWESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MWESX
MWESX charges 0.49% annually. There are 42 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | MWESX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | MWESX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | MWESX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | MWESX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | MWESX vs BCOIX |
Best Risk-Adjusted Alternatives to MWESX
MWESX has a PortfoliosLab risk / return rank of 33. There are 22 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | MWESX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 93 | — | Jul 2010 | MWESX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 91 | — | Jul 2010 | MWESX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | MWESX vs MDVAX | |
| AAMA Income Fund | 71 | — | Jun 2017 | MWESX vs AMFIX |
Top Performing MWESX Alternatives (YTD)
MWESX is at 0.82% YTD. There are 19 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | MWESX vs NPCT | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | MWESX vs PGSIX | |
| Ancora Income Fund | 2.68% | — | Jan 2004 | MWESX vs AAIIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | MWESX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | MWESX vs HOBIX |
Lowest Volatility Alternatives to MWESX
MWESX has 3.92% 1-year volatility. There are 63 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.05% | — | Jun 2017 | MWESX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | MWESX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | MWESX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | MWESX vs LCTIX | |
| Holbrook Income Fund Class I | 2.01% | — | Jul 2016 | MWESX vs HOBIX |
Lowest Drawdown Alternatives to MWESX
MWESX has a 1-year max drawdown of -2.71%. There are 26 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | MWESX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | MWESX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | MWESX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | MWESX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | MWESX vs LCTIX |
Other Mutual Funds from Metropolitan West Funds
The 8 most viewed Metropolitan West Funds mutual funds shown here include MWTIX, MWTRX, MWCIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund Class I | Total Bond Market | 17 | 0.24% | — | — | MWESX vs MWTIX | |
| Metropolitan West Total Return Bond Fund | Intermediate Core-Plus Bond | 16 | 0.14% | — | Mar 1997 | MWESX vs MWTRX | |
| Metropolitan West Unconstrained Bond Fund | Nontraditional Bonds | 83 | 1.41% | — | Sep 2011 | MWESX vs MWCIX | |
| Metropolitan West High Yield Bond Fund | High Yield Bonds | 63 | 1.79% | — | Sep 2002 | MWESX vs MWHYX | |
| Metropolitan West Strategic Income Fund | Nontraditional Bonds | 81 | 1.46% | — | Jun 2003 | MWESX vs MWSTX | |
| Metropolitan West Low Duration Bond Fund | Short-Term Bond | 60 | 0.54% | — | Mar 1997 | MWESX vs MWLDX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 36 | 0.46% | — | Jun 2018 | MWESX vs MWIGX | |
| Metropolitan West Ultra Short Bond Fund | Ultrashort Bond | 86 | 1.16% | — | Jun 2003 | MWESX vs MWUSX |
Often Compared With MWESX
Investors most often compare MWESX with PONAX, TGRNX, LMSMX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.64% | — | Apr 2007 | MWESX vs PONAX | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 36 | 0.68% | — | Nov 2018 | MWESX vs TGRNX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 40 | 1.11% | — | Dec 2006 | MWESX vs LMSMX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 36 | 1.25% | — | Jun 1993 | MWESX vs TGLMX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 19 | 0.16% | — | Dec 2007 | MWESX vs BCPIX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 23 | 1.71% | — | Jul 2015 | MWESX vs TNUIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 33 | 2.10% | — | Sep 2007 | MWESX vs SEATX |
Compare MWESX with Any Fund or Stock
Compare MWESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MWESX with funds that move differently
MetWest ESG Securitized Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MWESX.
Explore MWESX Diversifiers