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Metropolitan West Strategic Income M (MWSTX) Fund Ranking and Research

Ranking, Research and Recommendation of Metropolitan West Strategic Income M (MWSTX) Fund

    Last Trade: $8.04 on 2/11/2016, Change: +0.00 (0%)

 

Graph of Metropolitan West Strategic Income M Fund (MWSTX) ManagerFund Manager - Bryan T. Whalen

Fund Manager Information

Fund Manager Tenure: 11.1 years
Similar Funds: MWSIX 
Fund Family: Metropolitan West Funds
Fund Category: Nontraditional Bond
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of Metropolitan West Strategic Income M Fund (MWSTX) ProfileMetropolitan West Strategic Income M Fund (MWSTX) Profile

Fund Profile and Description

Metropolitan West Strategic Income M Fund seeks to maximize long-term total return without tracking any particular markets or indices. Metropolitan West Strategic Income M Fund uses techniques intended to provide absolute (positive) returns in all markets and employs a strategy intended to produce high income while exploiting disparities or inefficiencies in markets. It focuses on inefficiencies related to secured or asset-backed debt compared with unsecured and subordinated debt or equity of companies and issuers. Additionally, the fund focuses on longer-term cyclical anomalies in the fixed income markets. Metropolitan West Strategic Income M Fund may invest up to 25% of assets in debt securities rated below investment grade. It is non-diversified.

 

Metropolitan West Strategic Income M (MWSTX) Fund Strength What we like about Metropolitan West Strategic Income M (MWSTX) Fund

Data for Metropolitan West Strategic Income M Fund (MWSTX) as of Jan 30, 2016

  • Metropolitan West Strategic Income M Fund (MWSTX) management has been with Metropolitan West Strategic Income M Fund for 11.1 years
  • Metropolitan West Strategic Income M Fund (MWSTX) has good short-term performance (1-year return -0.04% vs -2.11% Nontraditional Bond category median performance)
  • Metropolitan West Strategic Income M Fund (MWSTX) has good mid-term performance (3-year return 1.85% vs -0.38% Nontraditional Bond category median performance)
  • Metropolitan West Strategic Income M Fund (MWSTX) has good Long-term performance (5-year return 3.65% vs 1.56% Nontraditional Bond category median performance)
  • Metropolitan West Strategic Income M Fund (MWSTX) ratio of up-years vs down years is greater than 2
  • Metropolitan West Strategic Income M Fund (MWSTX) has a Morningstar rating of 4 and above
  • Metropolitan West Strategic Income M Fund (MWSTX) has an annual stock turnover rate of 32.00% vs Nontraditional Bond average of 177.69%. It is good that Metropolitan West Strategic Income M management does not trade extensively for its return.
  • Metropolitan West Strategic Income M Fund (MWSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.39, lower than category average of 2.95

Metropolitan West Strategic Income M Fund (MWSTX) Weakness What we are cautious about Metropolitan West Strategic Income M (MWSTX) Fund

Data for Metropolitan West Strategic Income M Fund (MWSTX) as of Jan 30, 2016

  • Metropolitan West Strategic Income M Fund (MWSTX) has a higher expense ratio of 2.35% than its Nontraditional Bond average of 1.32%
  • Even though Metropolitan West Strategic Income M Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in Metropolitan West Strategic Income M Fund (MWSTX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Metropolitan West Strategic Income M Fund (MWSTX) performance details as of Jan 30, 2016

 

What do you think?

 

Compare Metropolitan West Strategic Income M Fund (MWSTX)Compare with other top Nontraditional Bond category mutual funds

Aadditional top Nontraditional Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Metropolitan West Strategic Income M0.17-0.041.853.65

See top fund managers for Nontraditional Bond Category Funds

 

Graph of Metropolitan West Strategic Income M Fund (MWSTX) Net Asset TrackingMetropolitan West Strategic Income M (MWSTX) Fund Net Asset

Track net asset change of Metropolitan West Strategic Income M fund (MWSTX)

DateNet Asset
01/2016$124.39M
12/2015$133.27M
11/2015$148.42M
More historic net asset information on Metropolitan West Strategic Income M Fund (MWSTX)

  

Graph of Metropolitan West Strategic Income M Fund (MWSTX) Portfolio TrackingMetropolitan West Strategic Income M (MWSTX) Fund Portfolio Allocation

Track portfolio allocation change of Metropolitan West Strategic Income M fund (MWSTX)

DateCashStockBondOther
12/201511.92%0.48%86.7%0.89%
09/201514.13%0.48%84.48%0.89%
06/20157.99%0.45%90.19%1.37%
Click here to see more historic asset allocation information on Metropolitan West Strategic Income M Fund (MWSTX)

 

graph of Metropolitan West Strategic Income M Fund (MWSTX) Top 10 Position TrackingTop 10 Holdings in Metropolitan West Strategic Income M (MWSTX) Fund

Discover what Metropolitan West Strategic Income M Fund (MWSTX) manager is buying

Dec 30, 2015
FNMA [2.43%]
Continental Air 2007-1 6.903% [1.69%]
Citigroup FRN [1.67%]
General Elec Cap Corp Mtn Be FRN [1.48%]
Centex Heq Ln Tr 2006-A FRN [1.29%]
First Franklin Mtg 2007-Ff1 FRN [1.28%]
Indymac Indx 2007-Flx2 CMO [1.28%]
Conseco Fin Secs 2002-C 8% [1.19%]
Bcap Llc Tr 2011-Rr3 CMO [1.16%]
Ba Alternative Ln Tr 2003-3 CMO 5.75% [1.1%]

Sep 29, 2015
Continental Air 2007-1 6.903% [1.69%]
Citigroup FRN [1.67%]
General Elec Cap Corp Mtn Be FRN [1.48%]
Centex Heq Ln Tr 2006-A FRN [1.29%]
Indymac Indx 2007-Flx2 CMO [1.28%]
First Franklin Mtg 2007-Ff1 FRN [1.28%]
Conseco Fin Secs 2002-C 8% [1.19%]
Bcap Llc Tr 2011-Rr3 CMO [1.16%]
Ba Alternative Ln Tr 2003-3 CMO 5.75% [1.1%]
Citigroup Mtg Ln Tr 2007-Wfhe2 FRN [1.07%]

Jun 29, 2015
Citigroup FRN [1.63%]
Continental Air 2007-1 6.903% [1.61%]
General Elec Cap Corp Mtn Be FRN [1.44%]
First Franklin Mtg 2007-Ff1 FRN [1.29%]
Centex Heq Ln Tr 2006-A FRN [1.24%]
Indymac Indx 2007-Flx2 CMO [1.23%]
Conseco Fin Secs 2002-C 8% [1.21%]
Bcap Llc Tr 2011-Rr3 CMO [1.19%]
Citigroup Mtg Ln Tr 2007-Wfhe2 FRN [1.15%]
Ms Mtg Ln Tr 2006-7 CMO [1.08%]
Click here for Stock Holding Change Map in Metropolitan West Strategic Income M Fund (MWSTX)

  

Latest News on Metropolitan West Strategic Income M (MWSTX) Fund

See what is happening with Metropolitan West Strategic Income M Fund (MWSTX)

 

Metropolitan West Strategic Income M Fund (MWSTX) Related ResourcesSee more information on Metropolitan West Strategic Income M (MWSTX) Fund

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