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Mutual Funds: METROPOLITAN WEST

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
METROPOLITAN WEST UNCONSTRAINED BOND M (MWCRX)
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1 $5,000.00 $0.00 $1,000.00 $0.00
METWEST HIGH YIELD BOND (MWHYX)
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1 $5,000.00 $250.00 $1,000.00 $250.00
METWEST INTER BOND (MWIMX)
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1 $5,000.00 $250.00 $1,000.00 $250.00
METWEST LOW DURATION BOND M (MWLDX)
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1 $5,000.00 $250.00 $1,000.00 $250.00
METWEST STRATEGIC INCOME (MWSTX)
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1 $5,000.00 $250.00 $1,000.00 $250.00
METWEST TOTAL RETURN BOND (MWTRX)
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1 $5,000.00 $250.00 $1,000.00 $250.00
METWEST ULTRA SHORT BOND (MWUSX)
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1 $5,000.00 $250.00 $1,000.00 $250.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to FOLIOfn Investments, Inc. FOLIOfn Investments reserves the right to change the funds we make available at any time without prior notice.