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Mutual Funds

Metropolitan West Funds

Exchange Hours Website
9:30 - 15:59 ET www.mwamllc.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
METWEST TOTAL RETURN BOND FUND M CLASS MWTRX Bond USD 1,000,000 USD 5,000 N/A M Yes
METWEST LOW DURATION BOND FUND I CLASS MWLIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METWEST TOTAL RETURN BOND FUND I CLASS MWTIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METWEST HIGH YIELD BOND FUND I CLASS MWHIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METWEST INTERMEDIATE BOND FUND I CLASS MWIIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METWEST ULTRA SHORT BOND FUND I CLASS MWUIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METWEST TOTAL RETURN BOND FUND N CLASS MWTNX Bond USD 1,000,000 USD 2,500 N/A ADMIN Yes
MW FLOATING RATE INCOME FUND I CLASS MWFLX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METWEST LOW DURATION BOND FUND M CLASS MWLDX Bond USD 1,000,000 USD 5,000 N/A M Yes
METWEST ALPHATRAK 500 FUND M CLASS MWATX Stock USD 1,000,000 USD 5,000 N/A M Yes
METWEST HIGH YIELD BOND FUND M CLASS MWHYX Bond USD 1,000,000 USD 5,000 N/A M Yes
METWEST INTERMEDIATE BOND FUND M CLASS MWIMX Bond USD 1,000,000 USD 5,000 N/A M Yes
METWEST ULTRA SHORT BOND FUND M CLASS MWUSX Bond USD 1,000,000 USD 5,000 N/A M Yes
METWEST TOTAL RETURN BOND FUND-P CLASS MWTSX Bond USD 50,000,000 USD 25,000,000 N/A P Yes
MW FLOATING RATE INCOME FUND M CLASS MWFRX Bond USD 1,000,000 USD 5,000 N/A M Yes
METWEST UNCONSTRAINED BOND FUND I CLASS MWCIX Alternatives USD 5,000,000 USD 3,000,000 N/A I Yes
METWEST UNCONSTRAINED BOND FUND M CLASS MWCRX Alternatives USD 1,000,000 USD 5,000 N/A M Yes
METWEST STRATEGIC INCOME FUND I CLASS MWSIX Alternatives USD 5,000,000 USD 3,000,000 N/A I Yes
METWEST STRATEGIC INCOME FUND M CLASS MWSTX Alternatives USD 1,000,000 USD 5,000 N/A M Yes

Notes:

  1. Advisor minimums may be lower.