MWIMX Mutual Fund

MWIMX Mutual Fund

NAV$9.44
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Fund Essentials

Net Assets
$16M
Expense Ratio
0.71%
Dividend Yield (Current)
3.53%
Holdings
497
Inception Date
Jun 30, 2003
Fund Family
Metropolitan West Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+2.69%
1 Year+5.84%
3 Year+2.15%
5 Year+0.32%
10 Year+1.53%

Asset Allocation

Stocks: 0.10%
Bonds: 99.14%
Cash: 0.46%
Other: 0.30%
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Dividend Summary

View Details →
Dividend Yield (Current)
3.53%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MWIMX Mutual Fund Overview

MWIMX Mutual Fund (Metropolitan West Intermediate Bond Fund Class M) is managed by Metropolitan West Funds with $15.5M in net assets. MWIMX expense ratio is 0.71%, holding 497 positions across various sectors. Inception date: 2003-06-30.

MWIMX performance shows a YTD return of 2.69%. The 1-year return is 5.84% and the 5-year return is 0.32%. MWIMX dividend yield stands at 3.53%, paid monthly.

MWIMX top holdings include a diversified portfolio. Go to all MWIMX holdings, MWIMX sectors, or MWIMX dividends.

MWIMX can be compared against other funds. Use MWIMX overlap to find shared positions, or MWIMX vs another fund for a side-by-side view. MWIMX alternatives are available via the screener, along with tax-loss harvesting opportunities.