Mutual Funds

Metropolitan West Funds



Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST T/R BOND-M MWTRX USD 5,000 USD 0 Bond N/A M Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST LOW DURATION BOND FUND MWLIX USD 3,000,000 USD 0 Bond N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST TOTAL RETURN BOND FUND MWTIX USD 3,000,000 USD 0 Bond N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST HIGH YIELD BOND FUND MWHIX USD 3,000,000 USD 0 Bond N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST INTERMEDIATE BOND FUND MWIIX USD 3,000,000 USD 0 Bond N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST ULTRA SHORT BOND FUND MWUIX USD 3,000,000 USD 0 Bond N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST TOTAL RETURN BOND FUND MWTNX USD 2,500 USD 0 Bond N/A ADMIN Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST FLOATING RATE INCOME FUND MWFLX USD 3,000,000 USD 0 Bond N/A I Yes
METROPOLITAN WEST LOW DURATION BOND FUND MWLDX USD 5,000 USD 0 Bond N/A M Yes
METROPOLITAN WEST ALPHATRAK 500 FUND MWATX USD 5,000 USD 0 Stock N/A M Yes
METROPOLITAN WEST HIGH YIELD BOND FUND MWHYX USD 5,000 USD 0 Bond N/A M Yes
METROPOLITAN WEST INTERMEDIATE BOND FUND MWIMX USD 5,000 USD 0 Bond N/A M Yes
METROPOLITAN WEST ULTRA SHORT BOND FUND MWUSX USD 5,000 USD 0 Bond N/A M Yes
METROPOLITAN WEST TOTAL RETURN BOND FUND MWTSX USD 25,000,000 USD 0 Bond N/A P Yes
METROPOLITAN WEST FLOATING RATE INCOME FUND MWFRX USD 5,000 USD 0 Bond N/A M Yes
METROPOLITAN WEST UNCONSTRAINED BOND FUND MWCIX USD 3,000,000 USD 0 Alternatives N/A I Yes
METROPOLITAN WEST UNCONSTRAINED BOND FUND MWCRX USD 5,000 USD 0 Alternatives N/A M Yes
METROPOLITAN WEST STRATEGIC INCOME FUND MWSIX USD 3,000,000 USD 0 Alternatives N/A I Yes
METROPOLITAN WEST STRATEGIC INCOME FUND MWSTX USD 5,000 USD 0 Alternatives N/A M Yes

Notes:

  1. Advisor minimums may be lower.