Investment Test Drive

MWHYX Metropolitan West High Yield Bond M

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund MWHYX Metropolitan West High Yield Bond M VWEHX Vanguard High-Yield Corporate Inv JNK SPDR® Barclays High Yield Bond ETF  
100% 89% 87%
Annual Fees
(0.86% Exp. Ratio)
(0.23% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$14,026.25 $16,961.85 $16,115.89
Est. savings over 30 yrs +$2,935.60 +$2,089.64
As of 9/30/16
1 YR RETURN 6.29%
3 YR 2.53%
5 YR 6.12%
10 YR 6.51%
1 YR RETURN 9.82%
3 YR 5.49%
5 YR 7.61%
10 YR 6.59%
1 YR RETURN 9.48%
3 YR 3.17%
5 YR 6.71%
10 YR --
The investment seeks to maximize long-term total return consistent with preservation of capital. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets plus borrowings for investment purposes in high yield bonds (commonly called "junk bonds") which are rated below investment grade or are unrated and determined by the Adviser to be of similar quality. Under normal conditions, the portfolio duration is two to eight years and the dollar-weighted average maturity ranges from two to fifteen years.
The investment seeks to provide a high level of current income. The fund invests primarily in a diversified group of high-yielding, higher-risk corporate bonds-commonly known as "junk bonds"-with medium- and lower-range credit-quality ratings. It invests at least 80% of its assets in corporate bonds that are rated below Baa by Moody's Investors Service, Inc. (Moody's); have an equivalent rating by any other independent bond-rating agency; or, if unrated, are determined to be of comparable quality by the fund's advisor. The fund's high-yield bonds and loans mostly have short- and intermediate-term maturities.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays High Yield Very Liquid Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of publicly issued U.S. dollar denominated high yield corporate bonds with above-average liquidity. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!