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Fund Intelligence | Best Managers | MWHIX Insights | MWHIX Score | MWHIX Performance | MWHIX Manager | MWHIX News | MWHIX Allocation | MWHIX Holdings Change

Mutual Fund Insights: Metropolitan West High Yield Bond I Fund (MWHIX)

In-depth Analysis of Metropolitan West High Yield Bond I Fund (MWHIX)

Mutual fund chart: Metropolitan West High Yield Bond I Fund (MWHIX)

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See Metropolitan West High Yield Bond I Fund (MWHIX) performance details as of February 28, 2010

  

    Last Trade: $10.38 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Gino Nucci

Fund Manager Tenure: 4.0 years   [Similar Funds: MWHYX ]
Fundmojo Fund Grade: Mojo Master (Score: 0.89)     (What does this score mean?)
Gino Nucci joined the Metropolitan West Asset Management LLC since January 2004. From June 2003 to September 2003, Gino Nucci was an associate at Pacific Life Insurance Company. From April 1999 to March 2000, Gino Nucci was an investment banking associate at Volpe Brown Whelan & Co.  Get more insights on Gino Nucci

  

What we like about Metropolitan West High Yield Bond I Fund (MWHIX) What we like about Metropolitan West High Yield Bond I Fund (MWHIX)

Data for Metropolitan West High Yield Bond I Fund (MWHIX) as of February 28, 2010

  • Metropolitan West High Yield Bond I Fund (MWHIX) management has been with Metropolitan West High Yield Bond I Fund for 4.0 years
  • Metropolitan West High Yield Bond I Fund (MWHIX) has good short-term performance (1-year return 50.07% vs 45.45 % High Yield Bond category average)
  • Metropolitan West High Yield Bond I Fund (MWHIX) has good mid-term performance (3-year return 7.85% vs 2.71 % High Yield Bond category average)
  • Metropolitan West High Yield Bond I Fund (MWHIX) has good Long-term performance (5-year return 7.27% vs 4.33 % High Yield Bond category average)
  • Metropolitan West High Yield Bond I Fund (MWHIX) ratio of up-years vs down years is greater than 2
  • Metropolitan West High Yield Bond I Fund (MWHIX) has a Morningstar rating of 4 and above
  • Metropolitan West High Yield Bond I Fund (MWHIX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.27, lower than category average of 15.37
  • Metropolitan West High Yield Bond I Fund (MWHIX) has a lower management fee than its High Yield Bond average: 0.55% vs 1.21%
  • Metropolitan West High Yield Bond I Fund (MWHIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Metropolitan West High Yield Bond I Fund (MWHIX) What we are cautious about Metropolitan West High Yield Bond I Fund (MWHIX)

Data for Metropolitan West High Yield Bond I Fund (MWHIX) as of February 28, 2010

  • Metropolitan West High Yield Bond I Fund (MWHIX) has an annual stock turnover rate of 107.00% that is higher than the High Yield Bond average of 97.73%. This could mean Metropolitan West High Yield Bond I is more nimble, but also signal potential high tax impact and high trading fees
See Metropolitan West High Yield Bond I Fund (MWHIX) performance details as of February 28, 2010

  

  

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Metropolitan West High Yield Bond I Fund (MWHIX) Net Asset

Track net asset change of Metropolitan West High Yield Bond I fund (MWHIX)

DateNet Asset
02/2010$644.44M
01/2010$219.07M
11/2009$183.97M
More historic net asset information on Metropolitan West High Yield Bond I Fund (MWHIX)

  

Metropolitan West High Yield Bond I Fund (MWHIX) Portfolio Allocation

Track portfolio allocation change of Metropolitan West High Yield Bond I fund (MWHIX)

DateCashStockBondOther
09/200913.6%0%80.62%5.78%
06/200914.14%0%81.22%4.64%
03/20099.57%0%77.21%13.21%
Click here to see more historic asset allocation information on Metropolitan West High Yield Bond I Fund (MWHIX)

  

Most Recent Top 10 Holdings in Metropolitan West High Yield Bond I Fund (MWHIX)

Discover what Metropolitan West High Yield Bond I Fund (MWHIX) manager is buying

30-Sep-09
Pennsylvania Econ Dev Fin Rev Bds 6.75% [2.33%]
FNMA [1.74%]
MASSEY ENERGY [1.55%]
Sabine Pass Lng L P 7.25% [1.54%]
Calpine Constr Fin Co L P / 144A 8% [1.52%]
Aes 144A 8.75% [1.45%]
Western Refng 144A 11.25% [1.41%]
Continental Air 2007-1 6.903% [1.38%]
Fpl Engy Natl Wind Portfolio 144A 6.125% [1.38%]
Pnm Res 9.25% [1.33%]

30-Jun-09
Pennsylvania Econ Dev Fin Rev Bds 6.75% [2.33%]
FNMA [1.74%]
MASSEY ENERGY [1.55%]
Sabine Pass Lng L P 7.25% [1.54%]
Calpine Constr Fin Co L P / 144A 8% [1.52%]
Aes 144A 8.75% [1.45%]
Western Refng 144A 11.25% [1.41%]
Continental Air 2007-1 6.903% [1.38%]
Fpl Engy Natl Wind Portfolio 144A 6.125% [1.38%]
Pnm Res 9.25% [1.33%]

31-Mar-09
Calpine Constr Fin 144A FRN [2.3%]
PNM RES [2.16%]
Cds-W Cdx.Na.Hy.11 12/13 (Jpm) [1.91%]
Tesoro 6.5% [1.87%]
Southern Un FRN [1.84%]
Pennsylvania Econ Dev Fin Rev Bds 6.75% [1.74%]
Kelson 1st Lien [1.73%]
Sabine Pass Lng L P 7.25% [1.71%]
Qwest Comms Intl Cv [1.69%]
MASSEY ENERGY [1.63%]
Click here for Stock Holding Change Map in Metropolitan West High Yield Bond I Fund (MWHIX)

  

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Latest News on Metropolitan West High Yield Bond I (MWHIX)

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