Metropolitan West Strategic Fund Fundamentals
| MWSTX Fund | USD 6.07 0.01 0.16% |
Metropolitan West Strategic fundamentals help investors to digest information that contributes to Metropolitan West's financial success or failures. It also enables traders to predict the movement of Metropolitan Mutual Fund. The fundamental analysis module provides a way to measure Metropolitan West's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Metropolitan West mutual fund.
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Metropolitan West Strategic Mutual Fund Year To Date Return Analysis
Metropolitan West's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Metropolitan West Year To Date Return | 0.17 % |
Most of Metropolitan West's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Metropolitan West Strategic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Metropolitan West Strategic has a Year To Date Return of 0.1662%. This is much higher than that of the Metropolitan West Funds family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Metropolitan West Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Metropolitan West's current stock value. Our valuation model uses many indicators to compare Metropolitan West value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Metropolitan West competition to find correlations between indicators driving Metropolitan West's intrinsic value. More Info.Metropolitan West Strategic is number one fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 2.25 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Metropolitan West by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Metropolitan West's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Metropolitan West's earnings, one of the primary drivers of an investment's value.Metropolitan Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Metropolitan West's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Metropolitan West could also be used in its relative valuation, which is a method of valuing Metropolitan West by comparing valuation metrics of similar companies.Metropolitan West is currently under evaluation in year to date return among similar funds.
Metropolitan Fundamentals
| Total Asset | 50.72 M | ||||
| Annual Yield | 0.07 % | ||||
| Year To Date Return | 0.17 % | ||||
| One Year Return | 5.36 % | ||||
| Three Year Return | 0.52 % | ||||
| Five Year Return | 2.19 % | ||||
| Ten Year Return | 3.96 % | ||||
| Net Asset | 68.48 M | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | (10.86) % | ||||
| Equity Positions Weight | 0.19 % | ||||
| Bond Positions Weight | 8.68 % |
About Metropolitan West Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Metropolitan West Strategic's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Metropolitan West using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Metropolitan West Strategic based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its objective by using techniques intended to provide absolute 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Metropolitan West in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Metropolitan West's short interest history, or implied volatility extrapolated from Metropolitan West options trading.
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