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
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST T/R BOND-M MWTRX Bond USD 1,000,000 USD 5,000 N/A M Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST LOW DURATION BOND FUND MWLIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST TOTAL RETURN BOND FUND MWTIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST HIGH YIELD BOND FUND MWHIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST INTERMEDIATE BOND FUND MWIIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST ULTRA SHORT BOND FUND MWUIX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST TOTAL RETURN BOND FUND MWTNX Bond USD 1,000,000 USD 2,500 N/A ADMIN Yes
METROPOLITAN WEST ASSET MANAGEMENT METROPOLITAN WEST FLOATING RATE INCOME FUND MWFLX Bond USD 5,000,000 USD 3,000,000 N/A I Yes
METROPOLITAN WEST LOW DURATION BOND FUND MWLDX Bond USD 1,000,000 USD 5,000 N/A M Yes
METROPOLITAN WEST ALPHATRAK 500 FUND MWATX Stock USD 1,000,000 USD 5,000 N/A M Yes
METROPOLITAN WEST HIGH YIELD BOND FUND MWHYX Bond USD 1,000,000 USD 5,000 N/A M Yes
METROPOLITAN WEST INTERMEDIATE BOND FUND MWIMX Bond USD 1,000,000 USD 5,000 N/A M Yes
METROPOLITAN WEST ULTRA SHORT BOND FUND MWUSX Bond USD 1,000,000 USD 5,000 N/A M Yes
METROPOLITAN WEST TOTAL RETURN BOND FUND MWTSX Bond USD 50,000,000 USD 25,000,000 N/A P Yes
METROPOLITAN WEST FLOATING RATE INCOME FUND MWFRX Bond USD 1,000,000 USD 5,000 N/A M Yes
METROPOLITAN WEST UNCONSTRAINED BOND FUND MWCIX Alternatives USD 5,000,000 USD 3,000,000 N/A I Yes
METROPOLITAN WEST UNCONSTRAINED BOND FUND MWCRX Alternatives USD 1,000,000 USD 5,000 N/A M Yes
METROPOLITAN WEST STRATEGIC INCOME FUND MWSIX Alternatives USD 5,000,000 USD 3,000,000 N/A I Yes
METROPOLITAN WEST STRATEGIC INCOME FUND MWSTX Alternatives USD 1,000,000 USD 5,000 N/A M Yes

Notes:

  1. Advisor minimums may be lower.