MWSIX Mutual Fund

MWSIX Mutual Fund (Metropolitan West Strategic Income Fund Class I) is managed by Metropolitan West Funds with $20.5M in net assets. MWSIX expense ratio is 0.80%, holding 533 positions across sectors including Financials, Real Estate, Communication Services. Inception date: 2004-03-31.

MWSIX performance shows a YTD return of 0.97%. The 1-year return is 1.80% and the 5-year return is 2.99%. MWSIX dividend yield stands at 5.71%, paid monthly.

MWSIX top holdings include Tcw Central Cash Fund Tcw Central Cash Fund Inst (11.3%), Us Treasury N/B 4.25% 07/31/2028 (6.5%), Us Treas Nts 4.375% 07/31/31 (3.8%), Fannie Mae Or Freddie Mac 4.5 (1.7%), Tcw Private Asset Income I (1.7%). Go to all MWSIX holdings, MWSIX sectors, or MWSIX dividends.

MWSIX can be compared against other funds. Use MWSIX overlap to find shared positions, or MWSIX vs another fund for a side-by-side view. MWSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.