Metropolitan West Financials
| MWSTX Fund | USD 6.20 0.01 0.16% |
Metropolitan |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Metropolitan West Fund Summary
Metropolitan West competes with Fidelity Series, Goldman Sachs, Inverse Government, Aig Government, and Us Government. The fund pursues its objective by utilizing a flexible investment approach that allocates investments across a range of global investment opportunities related to credit, currencies and interest rates. It may invest up to 50 percent of its assets in debt securities rated below investment grade , or unrated and determined by the Adviser to be of comparable quality.Specialization | Nontraditional Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | METROPOLITAN WEST ASSET |
| Mutual Fund Family | Metropolitan West Funds |
| Mutual Fund Category | Nontraditional Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 241 4671 |
| Currency | USD - US Dollar |
Metropolitan West Key Financial Ratios
Metropolitan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Metropolitan West's current stock value. Our valuation model uses many indicators to compare Metropolitan West value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Metropolitan West competition to find correlations between indicators driving Metropolitan West's intrinsic value. More Info.Metropolitan West Strategic is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 80.65 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Metropolitan West's earnings, one of the primary drivers of an investment's value.Metropolitan West Systematic Risk
Metropolitan West's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Metropolitan West volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Metropolitan West correlated with the market. If Beta is less than 0 Metropolitan West generally moves in the opposite direction as compared to the market. If Metropolitan West Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Metropolitan West is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Metropolitan West is generally in the same direction as the market. If Beta > 1 Metropolitan West moves generally in the same direction as, but more than the movement of the benchmark.
Metropolitan West December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Metropolitan West help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Metropolitan West Strategic. We use our internally-developed statistical techniques to arrive at the intrinsic value of Metropolitan West Strategic based on widely used predictive technical indicators. In general, we focus on analyzing Metropolitan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Metropolitan West's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2623 | |||
| Information Ratio | (0.67) | |||
| Maximum Drawdown | 0.9733 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.3247 |
Other Information on Investing in Metropolitan Mutual Fund
Metropolitan West financial ratios help investors to determine whether Metropolitan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Metropolitan with respect to the benefits of owning Metropolitan West security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |