Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Metropolitan West Total Return Bd Plan  MWTSX
Release date as of 2021-12-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year Average Below Avg 569
5-Year Average Below Avg 495
10-Year Above Avg Below Avg 353
Overall Above Avg Below Avg 569
Morningstar Category: Intermediate Core-Plus Bond | Number of Funds in Category: 569
Data through 2021-12-31
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 3.51
Mean 5.65
Sharpe Ratio 1.38
Trailing 3-Yr as of 2021-12-31
  Modern Portfolio Theory Statistics
Best Fit Index
Bloomberg US Universal TR USD
R-Squared 97
Beta 0.99
Alpha 0.50
Trailing 3-Yr as of 2021-12-31
  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.