Morningstar® Investment Profile™   Morningstar®
for Print
Metropolitan West Total Return Bd Plan  MWTSX
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Average Below Avg 568
5-Year Average Below Avg 505
10-Year Above Avg Below Avg 359
Overall Above Avg Below Avg 568
Morningstar Category: Intermediate Core-Plus Bond | Number of Funds in Category: 568
Data through 2022-05-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 4.77
Mean 0.43
Sharpe Ratio -0.01
Trailing 3-Yr as of 2022-05-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US Core Plus Bd TR USD
R-Squared 99
Beta 1.07
Alpha 0.27
Trailing 3-Yr as of 2022-05-31
  Principal Risks   
Short Sale, Credit and Counterparty, Extension, Prepayment (Call), Currency, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, High Portfolio Turnover, Issuer, Interest Rate, Market/Market Volatility, Distressed Investments, Futures, High-Yield Securities, Mortgage-Backed and Asset-Backed Securities, Other, Restricted/Illiquid Securities, U.S. Government Obligations, Derivatives, Leverage, Pricing, Fixed-Income Securities, Management, Swaps, Unrated Securities
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.