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Metropolitan West Alpha Trak 500 Fd: (MF: MWATX)

(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET

$13.35 USD

+0.24 (1.83%)

Zacks MF Rank

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 19.46 1
3 months 8.02 1
6 months 12.37 1
1 Year 27.87 1
3 Year 7.92 1
5 Year 14.92 1
10 Year 13.11 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 112.66
Bear Market (10/07 - 2/09) -65.43
Bull Market (2/09 - 3/21) 1,349.29

Load Adjusted Returns as of Aug 31, 2024

1 Year 24.35
5 Year 13.92
10 Year 12.90
Since Inception 6.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 9.96 4.17 NA NA
2023 7.91 8.20 -3.97 13.04
2022 -5.81 -17.11 -6.17 7.52
2021 6.35 8.38 0.41 10.59
2020 -21.65 22.49 9.86 12.39
2019 14.05 4.60 1.74 8.70

Annual Return

20242023202220212020201920182017201620152014
% Total Return 19.4626.76-21.2428.0218.4931.96-4.9420.8620.460.3913.88
% Total Return Rel to Index -0.080.51-3.04-0.660.080.47-0.55-0.938.52-0.990.24
% Total Return Rel to Peer 9.4913.60-8.2816.517.8014.771.547.4014.192.759.80
% Perf Quintile vs Peer* 0.001.005.001.001.001.002.001.001.001.001.00
% Dividends 0.280.410.210.140.230.270.190.070.170.010.07
% Yield 2.014.202.140.881.692.171.890.721.950.101.02
Capital Gains ($) 0.000.000.193.580.750.710.000.000.000.000.00
Expense Ratio 0.450.450.830.900.900.900.900.900.900.900.90

* 1 = Top 20%, 5 = Bottom 20%