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Metropolitan West Low Duration Bond Fund: (MF: MWLDX)
(NASDAQ Mutual Funds) As of Sep 8, 2025 08:00 PM ET
$8.49 USD
+0.01 (0.12%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in March 1997 and is managed by Metropolitan West Asset Management, LLC. The fund seeks to maximize current income, consistent with preservation of capital. The fund invests in a diversified portfolio of fixed-income securities of varying maturities issued by domestic and foreign corporations and governments with a portfolio duration of up to three years. The fund may may also invest up to 25% of its assets in foreign securities that are denominated in U.S. dollars. The fund pays dividends monthly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| TCW MetWest Low Duration Bond M | MWLDX | NA | NA | 0.00 | 0.19 | 0.30 | 0.63 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Metropolitan West Low Dur Bd Fd | MWLDX | 8.49 | 4/1/1997 | 4.14 | 4.86 | 3.80 | 1.71 |
| Metropolitan West Low Dur Bd I | MWLIX | 8.45 | 4/13/2000 | 4.34 | 5.06 | 4.00 | 1.88 |
| Metropolitan West Low Dur Bd Adm | MWLNX | 10.91 | 9/24/2009 | 4.05 | 4.82 | 3.74 | 1.62 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| TCW MetWest Low Duration Bond M | MWLDX | 5000 | 0 | 1000 | M |
Contact Information
| Family | TCW |
| Address | 865 S Figueroa St Los Angeles, CA 90017 |
| Phone | 800 386-3829 |