MetWest ESG Securitized Fund (MWESX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MWESX
MWESX charges 0.49% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among MWESX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | MWESX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | MWESX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | MWESX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | MWESX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | MWESX vs BCOIX |
Best Risk-Adjusted Alternatives to MWESX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | MWESX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | MWESX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | MWESX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | MWESX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | MWESX vs MDVAX |
Top Performing MWESX Alternatives (YTD)
MWESX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | MWESX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | MWESX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | MWESX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | MWESX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | MWESX vs TGLMX |
Lowest Volatility Alternatives to MWESX
MWESX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | MWESX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | MWESX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | MWESX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | MWESX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | MWESX vs TGRNX |
Lowest Drawdown Alternatives to MWESX
MWESX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | MWESX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | MWESX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | MWESX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | MWESX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | MWESX vs MWIGX |
Other Mutual Funds from Metropolitan West Funds
Most popular Metropolitan West Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund Class I | Total Bond Market | 45 | -0.48% | — | MWESX vs MWTIX | |
| Metropolitan West Total Return Bond Fund | Intermediate Core-Plus Bond | 40 | -0.52% | Mar 31, 1997 | MWESX vs MWTRX | |
| Metropolitan West Unconstrained Bond Fund | Nontraditional Bonds | 93 | -0.29% | Sep 29, 2011 | MWESX vs MWCIX | |
| Metropolitan West Low Duration Bond Fund | Short-Term Bond | 92 | -0.22% | Mar 31, 1997 | MWESX vs MWLDX | |
| Metropolitan West High Yield Bond Fund | High Yield Bonds | 74 | -1.19% | Sep 30, 2002 | MWESX vs MWHYX | |
| Metropolitan West Ultra Short Bond Fund | Ultrashort Bond | 96 | 0.23% | Jun 30, 2003 | MWESX vs MWUSX | |
| Metropolitan West Strategic Income Fund | Nontraditional Bonds | 92 | -0.11% | Jun 29, 2003 | MWESX vs MWSTX |
Often Compared With MWESX
What investors most often compare with MWESX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | MWESX vs PONAX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | MWESX vs AAIIX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 62 | 0.18% | Dec 27, 2006 | MWESX vs LMSMX |
Compare MWESX with Any Fund or Stock
Compare MWESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.