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

Notes:

  1. Advisor minimums may be lower.