Nasdaq - Delayed Quote USD

Metropolitan West Funds - Flexible Income Fund (MWFSX)

7.60
-0.05
(-0.65%)
At close: 8:02:08 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.64%
5y Average Return 3.73%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Jun 7, 2024) 18.03%
Worst 1Y Total Return (Jun 7, 2024) --
Best 3Y Total Return 18.03%
Worst 3Y Total Return 0.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MWFSX
Category
YTD
0.51%
1.94%
1-Month
1.59%
0.65%
3-Month
0.96%
2.15%
1-Year
5.72%
9.23%
3-Year
0.09%
5.23%
5-Year
3.76%
4.63%
10-Year
0.00%
4.32%
Last Bull Market
7.79%
8.16%
Last Bear Market
-4.86%
-3.23%

Annual Total Return (%) History

Year
MWFSX
Category
2024
--
--
2023
8.85%
--
2022
-8.90%
--
2021
2.01%
--
2020
12.17%
4.84%
2019
18.03%
9.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.60% -- -- --
2023 3.65% -0.27% -0.58% 5.92%
2022 -4.14% -4.86% -2.84% 2.81%
2021 0.07% 1.65% 0.80% -0.51%
2020 1.23% 6.39% 1.45% 2.67%
2019 8.79% 4.29% 2.78% 1.21%

Rank in Category (By Total Return)

YTD 71
1-Month 31
3-Month 69
1-Year 75
3-Year 47
5-Year 13

Load Adjusted Returns

1-Year 5.72%
3-Year 0.09%
5-Year 3.76%
10-Year --

Performance & Risk

YTD Return 0.64%
5y Average Return 3.73%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family Metropolitan West Funds
Net Assets 336.08M
YTD Return 0.51%
Yield 7.83%
Morningstar Rating
Inception Date Nov 30, 2018

Fund Summary

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities and instruments that generate income. These investments include securities issued in the U.S. and abroad by domestic and foreign corporations and governments, including emerging markets.

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