BONDX vs MWTIX

Both BONDX and MWTIX are mutual funds. Below is the comparison between BONDX and MWTIX.

BONDX MWTIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Intermediate-Term Bond Taxable Fixed Income: Intermediate-Term Bond
Family N/A Metropolitan West Funds
Net Assets N/A $54.24B
Expense Ratio N/A 0.45%
Management Style passive (index-based) active
Dividend Yield N/A 1.30%
Minimum Investment $3,000.00 $3,000,000.00
YTD Return N/A -1.58%
1-Year Return N/A -1.39%
3-Year Return N/A 6.24%
5-Year Return N/A 3.45%
10-Year Return N/A 4.15%

BONDX description

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BONDX 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
BONDX expense ratio is N/A.

BONDX holdings

Top 10 Holdings (1.11% of Total Assets)

Name Symbol % Assets
US Treasury Note 1.75% N/A 1.11%

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MWTIX description

The Fund seeks to maximize long-term total return. The Fund invests at least 80% of its net assets in investment grade fixed income securities or unrated securities that are determined by the Adviser to be of similar quality. Up to 20% of the Funds net assets may be invested in securities rated below investment grade.

MWTIX performance & returns

YTD Return -1.58%
1-Month Return -1.60%
3-Month Return -1.39%
1-Year Return -1.39%
3-Year Return 6.24%
5-Year Return 3.45%
10-Year Return 4.15%
MWTIX expense ratio is 0.45%.

MWTIX holdings

Top 10 Holdings (19.22% of Total Assets)

Name Symbol % Assets
United States Treasury Bonds 1.38% N/A 5.57%
Federal National Mortgage Association 2% N/A 4.34%
United States Treasury Notes 0.12% N/A 3.53%
Federal National Mortgage Association 2.5% N/A 2.27%
Government National Mortgage Association 2% N/A 2.02%
United States Treasury Notes 0.25% N/A 1.49%

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