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Metropolitan West Alpha Trak 500: (MF: MWATX)

(MF) As of Apr 17, 2014 06:05 PM ET

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$6.46 USD

+0.01 (0.16%)

Zacks MF Rank : 1 - Strong Buy [?] 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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General Information as of Mar 31, 2014

% Yield 1.14
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 2.20
Objective* Balanced - Asset Allocation
Peer* AA LB

*Key

Zacks Premium Research for MWATX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Strong Buy 1
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD .69
Net Assets (Mil $) 3/31/2014 6.20
%Turnover 3/31/2014 41.00

Allocation

% of Portfolio
Large Growth 18.66
Large Value 56.75
Small Growth 0.00
Small Value 0.00
Foreign Stock 12.14
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 9.64
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Other 100.00

Portfolio Holdings

Top Holdings (As of ) % of Portfolio Value (Mil$)
NA NA NA

Stock Holding % of Net Assets

As Of 12/31/2013
Total Issues 0
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Risk

3 Year 5 Year 10 Year
Beta 1.06 1.11 1.15
Alpha 0.01 6.12 -0.58
R Squared 0.99 0.92 0.91
Std. Dev. 13.33 16.12 17.89
Sharpe 1.24 2.00 3.00