Metropolitan West Investment Grade Credit Fund (MWIGX) Alternatives
Metropolitan West Investment Grade Credit Fund (MWIGX) 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 MWIGX. 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 MWIGX
MWIGX charges 1.87% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among MWIGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | MWIGX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | MWIGX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | MWIGX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | MWIGX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | MWIGX vs BCOIX |
Best Risk-Adjusted Alternatives to MWIGX
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 | MWIGX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | MWIGX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | MWIGX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | MWIGX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | MWIGX vs MDVAX |
Top Performing MWIGX Alternatives (YTD)
MWIGX 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 | MWIGX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | MWIGX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | MWIGX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | MWIGX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | MWIGX vs TGLMX |
Lowest Volatility Alternatives to MWIGX
MWIGX 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 | MWIGX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | MWIGX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | MWIGX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | MWIGX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | MWIGX vs TGRNX |
Lowest Drawdown Alternatives to MWIGX
MWIGX 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 | MWIGX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | MWIGX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | MWIGX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | MWIGX vs ARINX | |
| DoubleLine Infrastructure Income Fund | -2.43% | Apr 1, 2016 | MWIGX vs BILDX |
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% | — | MWIGX vs MWTIX | |
| Metropolitan West Total Return Bond Fund | Intermediate Core-Plus Bond | 40 | -0.52% | Mar 31, 1997 | MWIGX vs MWTRX | |
| Metropolitan West Unconstrained Bond Fund | Nontraditional Bonds | 93 | -0.29% | Sep 29, 2011 | MWIGX vs MWCIX | |
| Metropolitan West Low Duration Bond Fund | Short-Term Bond | 92 | -0.22% | Mar 31, 1997 | MWIGX vs MWLDX | |
| Metropolitan West High Yield Bond Fund | High Yield Bonds | 74 | -1.19% | Sep 30, 2002 | MWIGX vs MWHYX | |
| Metropolitan West Ultra Short Bond Fund | Ultrashort Bond | 96 | 0.23% | Jun 30, 2003 | MWIGX vs MWUSX | |
| Metropolitan West Strategic Income Fund | Nontraditional Bonds | 92 | -0.11% | Jun 29, 2003 | MWIGX vs MWSTX | |
| MetWest ESG Securitized Fund | Intermediate Core-Plus Bond | 64 | -0.10% | Sep 29, 2021 | MWIGX vs MWESX |
Often Compared With MWIGX
What investors most often compare with MWIGX, based on PortfoliosLab usage data.
Compare MWIGX with Any Fund or Stock
Compare MWIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.