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Metropolitan West Total Return Bond Fund: (MF: MWTRX)

(NASDAQ Mutual Funds) As of Jul 17, 2026 05:53 PM ET

$9.02 USD

0.00 (NA)

Zacks MF Rank

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Zacks Premium Research for MWTRX

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

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

Strong Sell 5
MF Report

Fund Description

The fund was incepted in March 1997 and is managed by Metropolitan West Asset Management, LLC. The fund seeks to maximize long-term total return. The fund primarily invests in fixed income securities. The fund normally invests at least 80% of assets in investment-grade debt and up to 20% of assets in securities rated as low as B. Typically the average duration ranges between two and eight years and the dollar-weighted average maturity ranges between two and fifteen years. The fund pays dividends monthly. Capital gains, if any, are distributed annually.

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
TCW MetWest Total Return Bond M MWTRX NA NA 0.00 0.21 0.35 0.68

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Metropolitan West Total Ret Bd M MWTRX 9.02 4/1/1997 3.72 3.52 4.11 -0.43
Metropolitan West Total Ret Bd I MWTIX 8.98 4/24/2000 3.96 3.77 4.33 -0.22
Metropolitan West Total Ret Bd Plan MWTSX 8.42 8/1/2011 4.02 3.81 4.41 -0.17
Metropolitan West Total Ret Bd Adm MWTNX 8.99 12/22/2009 3.60 3.40 3.98 -0.55

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
TCW MetWest Total Return Bond M MWTRX 5000 0 1000 M

Contact Information

Family TCW
Address 865 S Figueroa St
Los Angeles, CA 90017
Phone 800 386-3829