Is Metropolitan West total return bond A Good Investment?

Overall Rating Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 574 funds within its Morningstar Category.

What is Metropolitan West total return bond?

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 determined by the Adviser to be of comparable quality.

Is Mwtsx good investment?

About MWTSX According to Morningstar, the fund’s managers have facilitated the growth in assets well. Morningstar calls the fund an “excellent choice among core bond funds.” As of May 18, 2022, the fund has assets totaling almost $72.24 billion invested in 1,872 different holdings.

What is total return on bond?

The total return is a function of interest paid by the bonds held within the fund. It also includes any capital gains or losses on the bonds and any price appreciation of the fund portfolio.

What is Dodge and Cox Income fund?

The Fund invests in a diversified portfolio consisting primarily of investment-grade debt securities, including government and government-related obligations, mortgage- and asset-backed securities, corporate and municipal bonds, and other debt securities.

What is Metropolitan West funds?

Metropolitan West Funds is a company that sells mutual funds with $81,763M in assets under management. The average expense ratio from all mutual funds is 0.57%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1997.

How do you calculate total return?

How to Calculate Total Return. To calculate total return, first determine your cost basis for the asset or portfolio of assets in question. Subtract the current value of the investment from the cost basis, add the value of any income earnings. Take the resulting figure and multiply by 100 to make it a percentage figure …

What’s the difference between today’s return and total return?

What is the difference between total return and today’s return? Total return is a measure of the value that an investment has produced since it was added to your portfolio. Today’s return only looks at the change in value for the current day, as compared to the closing price on the previous day.