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MWIIX Metropolitan West Intermediate Bond I

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Fund MWIIX Metropolitan West Intermediate Bond I FTBFX Fidelity® Total Bond  
100% 88%
Annual Fees
(0.46% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.02% annual return
$15,849.05 $15,896.89
Est. savings over 30 yrs +$47.84
As of 9/30/16
1 YR RETURN 3.16%
3 YR 2.58%
5 YR 3.62%
10 YR 5.25%
1 YR RETURN 7.32%
3 YR 4.52%
5 YR 4.07%
10 YR 5.27%
The investment seeks to maximize current income, consistent with preservation of capital. The fund pursues its objective by investing, under normal circumstances, at least 90% of its net assets in fixed-income securities rated investment grade or unrated securities that are determined by the Adviser to be of similar quality. Up to 10% of the fund's net assets may be invested in securities rated below investment grade. The fund also invests at least 80% of its net assets plus borrowings for investment purposes in fixed income securities it regards as bonds.
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Barclays® U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds).

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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.

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