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Metropolitan West AlphaTrak 500 (MWATX)

On Feb 10: 3.42 USD  Up 0.04 (1.18%)  
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 METROPOLITAN WEST ALPHA TRAK 50 Delayed quote dataEdit
Net Asset Value:3.42
Trade Time:Feb 10
Change:Up 0.04 (1.18%)
Prev Close:3.42
YTD Return*:33.35%
Net Assets*:35.09M
Yield*:2.53%
* As of 30-Nov-09
[Chart]
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 HEADLINES 
No headlines available for MWATX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:1 stars
Total Assets:35.09M
Category:Large Blend
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:33.35%
5y Avg Return:-3.97%
Rank in Category (ytd):202
% Rank in Category (ytd):10%
Beta (3y):1.21
Morningstar Risk Rating:High
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks a total return that exceeds the return of the S&P index. The fund invests in S&P index futures with a fix-income portfolio. It also may invest in S&P swap contracts. The fund normally invests at least 85% of assets in fixed income securities rated at least investment grade. It invests up to 15% of assets in securities rated below investment grade but rated B or higher. The fund may also invest a portion of assets in foreign securities.
Fund Profile


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