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MWTRX Metropolitan West Total Return Bd M

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Fund MWTRX Metropolitan West Total Return Bd M MCYBX BMO TCH Core Plus Bond Y  
Similarity
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100% 88%
Annual Fees
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$68.40
(0.67% Exp. Ratio)
$59.21
(0.58% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$15,168.83 $15,586.61
Est. savings over 30 yrs +$417.78
Return
As of 11/30/16
1 YR RETURN 1.82%
3 YR 2.46%
5 YR 4.04%
10 YR 5.75%
1 YR RETURN 5.27%
3 YR 3.30%
5 YR 4.18%
10 YR --
Description
The investment seeks to maximize long-term total return. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities that are determined by the Adviser to be of similar quality. Up to 20% 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 to maximize total return consistent with current income. The fund invests at least 80% of its assets in bonds. The investments include corporate, asset-backed, mortgage-backed and U.S. government securities. Although the fund will invest primarily in securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield 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.

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

Similarity

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.

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