Metropolitan West Total Fund Quote

MWTIX Fund  USD 9.04  0.02  0.22%   

Performance

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Odds Of Distress

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Metropolitan West is trading at 9.04 as of the 28th of March 2024; that is 0.22% increase since the beginning of the trading day. The fund's open price was 9.02. Metropolitan West has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Metropolitan West Total are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund pursues its objective by investing, under normal circumstances, at least 80 percent of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Up to 20 percent of the funds net assets may be invested in securities rated below investment grade or unrated securities determined by the Adviser to be of comparable quality. More on Metropolitan West Total

Moving together with Metropolitan Mutual Fund

  0.98MWCBX Metropolitan West PoratePairCorr
  0.98MWCSX Metropolitan West PoratePairCorr

Metropolitan Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Metropolitan West's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Metropolitan West or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationMetropolitan West Funds, Large Blend Funds, Intermediate Core-Plus Bond Funds, Intermediate Core-Plus Bond, Metropolitan West Funds (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Metropolitan West Total [MWTIX] is traded in USA and was established 28th of March 2024. Metropolitan West is listed under Metropolitan West Funds category by Fama And French industry classification. The fund is listed under Intermediate Core-Plus Bond category and is part of Metropolitan West Funds family. This fund now has accumulated 62.03 B in assets with minimum initial investment of 3 M. Metropolitan West Total is currently producing year-to-date (YTD) return of 5.71% with the current yeild of 0.01%, while the total return for the last 3 years was -3.08%.
Check Metropolitan West Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Metropolitan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Metropolitan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Metropolitan West Total Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Metropolitan West Target Price Odds Analysis

Based on a normal probability distribution, the odds of Metropolitan West jumping above the current price in 90 days from now is about 32.09%. The Metropolitan West Total probability density function shows the probability of Metropolitan West mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Metropolitan West has a beta of 0.2961. This indicates as returns on the market go up, Metropolitan West average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Metropolitan West Total will be expected to be much smaller as well. Additionally, metropolitan West Total has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 9.04HorizonTargetOdds Above 9.04
66.63%90 days
 9.04 
32.09%
Based on a normal probability distribution, the odds of Metropolitan West to move above the current price in 90 days from now is about 32.09 (This Metropolitan West Total probability density function shows the probability of Metropolitan Mutual Fund to fall within a particular range of prices over 90 days) .

Metropolitan West Top Holders

SWDRXSchwab Target 2030Mutual FundTarget-Date 2030
SWHRXSchwab Target 2025Mutual FundTarget-Date 2025
SWCRXSchwab Target 2020Mutual FundTarget-Date 2020
SWIRXSchwab Target 2035Mutual FundTarget-Date 2035
SWERXSchwab Target 2040Mutual FundTarget-Date 2040
TGPNXTcw Servative AllocationMutual FundAllocation--30% to 50% Equity
SWBRXSchwab Target 2010Mutual FundTarget-Date 2000-2010
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Metropolitan West Total Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Metropolitan West market risk premium is the additional return an investor will receive from holding Metropolitan West long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Metropolitan West. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Metropolitan West's alpha and beta are two of the key measurements used to evaluate Metropolitan West's performance over the market, the standard measures of volatility play an important role as well.

Metropolitan West Against Markets

Picking the right benchmark for Metropolitan West mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Metropolitan West mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Metropolitan West is critical whether you are bullish or bearish towards Metropolitan West Total at a given time. Please also check how Metropolitan West's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Metropolitan West without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Metropolitan Mutual Fund?

Before investing in Metropolitan West, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Metropolitan West. To buy Metropolitan West fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Metropolitan West. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Metropolitan West fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Metropolitan West Total fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Metropolitan West Total fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Metropolitan West Total, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Metropolitan West Total?

The danger of trading Metropolitan West Total is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Metropolitan West is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Metropolitan West. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Metropolitan West Total is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Metropolitan West Total. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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When running Metropolitan West's price analysis, check to measure Metropolitan West's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Metropolitan West is operating at the current time. Most of Metropolitan West's value examination focuses on studying past and present price action to predict the probability of Metropolitan West's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Metropolitan West's price. Additionally, you may evaluate how the addition of Metropolitan West to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Metropolitan West's value and its price as these two are different measures arrived at by different means. Investors typically determine if Metropolitan West is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Metropolitan West's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.