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Metropolitan West Investment Grade Credit Fund - M Share: (MF: MWISX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:42 PM ET

$7.96 USD

+0.01 (0.13%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.24 60
3 months 1.34 60
6 months 3.19 57
1 Year 7.04 20
3 Year 6.52 29
5 Year 1.58 55
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.04
5 Year 1.27
10 Year NA
Since Inception 3.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.53 2.16 1.98 1.13
2024 -0.17 0.62 5.11 -2.00
2023 3.24 -0.61 -1.19 6.10
2022 -5.90 -3.72 -3.77 2.21
2021 -1.08 1.42 0.13 -1.02

Annual Return

20262025202420232022202120202019
% Total Return 1.248.043.467.57-10.90-0.578.107.29
% Total Return Rel to Index 0.190.662.202.042.110.970.60-1.42
% Total Return Rel to Peer -0.181.02-0.401.18-1.37-1.242.17-0.68
% Perf Quintile vs Peer* 3.002.000.002.003.003.002.004.00
% Dividends 0.050.300.330.450.680.440.880.84
% Yield 0.283.564.093.678.404.488.528.03
Capital Gains ($) 0.000.000.000.000.000.010.000.00
Expense Ratio 0.000.700.700.700.700.700.000.00

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