Metropolitan West Total Return Bond Fund (MWTRX) Alternatives
Metropolitan West Total Return Bond Fund (MWTRX) 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 MWTRX. 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 MWTRX
MWTRX charges 0.65% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among MWTRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | MWTRX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | MWTRX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | MWTRX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | MWTRX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | MWTRX vs BCOIX |
Best Risk-Adjusted Alternatives to MWTRX
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 | MWTRX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | MWTRX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | MWTRX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | MWTRX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | MWTRX vs MDVAX |
Top Performing MWTRX Alternatives (YTD)
MWTRX 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 | MWTRX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | MWTRX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | MWTRX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | MWTRX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | MWTRX vs TGLMX |
Lowest Volatility Alternatives to MWTRX
MWTRX 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 | MWTRX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | MWTRX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | MWTRX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | MWTRX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | MWTRX vs TGRNX |
Lowest Drawdown Alternatives to MWTRX
MWTRX 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 | MWTRX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | MWTRX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | MWTRX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | MWTRX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | MWTRX 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% | — | MWTRX vs MWTIX | |
| Metropolitan West Unconstrained Bond Fund | Nontraditional Bonds | 93 | -0.29% | Sep 29, 2011 | MWTRX vs MWCIX | |
| Metropolitan West Low Duration Bond Fund | Short-Term Bond | 92 | -0.22% | Mar 31, 1997 | MWTRX vs MWLDX | |
| Metropolitan West High Yield Bond Fund | High Yield Bonds | 74 | -1.19% | Sep 30, 2002 | MWTRX vs MWHYX | |
| Metropolitan West Ultra Short Bond Fund | Ultrashort Bond | 96 | 0.23% | Jun 30, 2003 | MWTRX vs MWUSX | |
| Metropolitan West Strategic Income Fund | Nontraditional Bonds | 92 | -0.11% | Jun 29, 2003 | MWTRX vs MWSTX | |
| MetWest ESG Securitized Fund | Intermediate Core-Plus Bond | 64 | -0.10% | Sep 29, 2021 | MWTRX vs MWESX |
Often Compared With MWTRX
What investors most often compare with MWTRX, based on PortfoliosLab usage data.
Compare MWTRX with Any Fund or Stock
Compare MWTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.