AFXYX vs MWCIX

Both AFXYX and MWCIX are mutual funds. Below is the comparison between AFXYX and MWCIX.

AFXYX MWCIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Nontraditional Bond Taxable Fixed Income: Nontraditional Bond
Family N/A Metropolitan West Funds
Net Assets N/A $3.48B
Expense Ratio N/A 0.75%
Management Style active active
Dividend Yield N/A 3.07%
Minimum Investment $100,000.00 $3,000,000.00
YTD Return N/A -6.38%
1-Year Return N/A -4.59%
3-Year Return N/A 0.77%
5-Year Return N/A 1.70%
10-Year Return N/A 2.93%

AFXYX

AFXYX description

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AFXYX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
AFXYX expense ratio is N/A.

AFXYX holdings

Top 10 Holdings (92.25% of Total Assets)

Name Symbol % Assets
90day Eur Futr Jun19 Xcme 20190617 N/A 22.34%
Long Gilt Future Sep18 Ifll 20180926 N/A 12.45%
3mo Euro Euribor Dec19 Ifll 20191216 N/A 11.03%
Bwu00inb9 Irs Usd R V 03mlibor Swuv0inb1 Ccpvanilla N/A 9.55%
Bwu00inb9 Irs Usd P F 1.75000 Swu00inb9 Ccpvanilla N/A 8.71%
Us 2yr Note (Cbt) Sep18 Xcbt 20180928 N/A 6.74%
United States Treasury Notes 1.62% N/A 6.67%
Euro Bund Future Sep18 Xeur 20180906 N/A 5.15%
Euro-Oat Future Sep18 Xeur 20180906 N/A 4.89%
Bwu00daq1 Irs Usd R V 03mlibor Swuv0daq3 Ccpvanilla N/A 4.72%

AFXYX pros

The following are AFXYX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

AFXYX cons

The following are AFXYX weaknesses from our perspective:

  • AFXYX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant AFXYX comparisons

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MWCIX

MWCIX description

The Fund seeks positive long-term returns irrespective of general securities market conditions. The Fund will invest at least 80% of its net assets in securities and instruments in bonds in the U.S. and abroad regardless of varying maturities issued by domestic and foreign corporations and governments.

MWCIX performance & returns

YTD Return -6.38%
1-Month Return -1.38%
3-Month Return -4.59%
1-Year Return -4.59%
3-Year Return 0.77%
5-Year Return 1.70%
10-Year Return 2.93%
MWCIX expense ratio is 0.75%.

MWCIX holdings

Top 10 Holdings (8.40% of Total Assets)

Name Symbol % Assets
Federal National Mortgage Association 2% N/A 1.91%
Federal National Mortgage Association 2.5% N/A 1.70%
Federal Home Loan Banks 0% N/A 1.51%
United States Treasury Bills 0% N/A 0.76%
Federal Home Loan Mortgage Corporation 0.48% N/A 0.76%
GE Capital International Funding Company Unlimited Company 4.42% N/A 0.64%
Federal National Mortgage Association 3.21% N/A 0.56%
Asset Backed Ctfs 1.4% N/A 0.56%

MWCIX pros

The following are MWCIX strengths from our perspective:

  • MWCIX 5-year return is 1.7%, which is higher than the 5-year return of the benchmark index (ICE BofA US Dollar 3-Month Deposit Offered Rate Average TR USD), 1.35%.
  • MWCIX 10-year return is 2.93%, which is higher than the 10-year return of the benchmark index (ICE BofA US Dollar 3-Month Deposit Offered Rate Average TR USD), 0.89%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

MWCIX cons

The following are MWCIX weaknesses from our perspective:

  • MWCIX 3-year return is 0.77%, which is lower than the 3-year return of the benchmark index (ICE BofA US Dollar 3-Month Deposit Offered Rate Average TR USD), 0.88%.
  • MWCIX expense ratio is 0.75%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant MWCIX comparisons

You may also want to check out the following MWCIX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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