SubadvisorMetropolitan West Asset Management, LLC
Morningstar CategoryIntermediate-Term Bond
- Bryan T. Whalen | Metropolitan West Asset Management, LLC | Managed the fund since October 2014
- Laird R. Landmann | Metropolitan West Asset Management, LLC | Managed the fund since October 2014
- Stephen M. Kane, CFA | Metropolitan West Asset Management, LLC | Managed the fund since October 2014
- Tad Rivelle | Metropolitan West Asset Management, LLC | Managed the fund since October 2014
This Fund seeks maximum total return, consistent with preservation of capital and prudent investment management.
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. Under normal circumstances, the fund invests at least 80% of its net assets in a diversified portfolio of investment grade fixed income securities (rated Baa3 or higher by Moody's, BBB- or higher by Standard & Poor's, BBB- or higher by Fitch, or A-2 by S&P, P-2 by Moody's, or F-2 by Fitch for short-term debt obligations, or, if unrated, determined by the fund's subadviser, Metropolitan West Asset Management, LLC, to be of comparable quality).
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The Fund’s Principal Risks include - Bank Loans Risk, Below Investment Grade Fixed Income Securities Risk, Cash Position Risk, Convertible Securities Risk, Credit Risk, Defaulted and Distressed Securities Risk, Derivatives Risk, Dollar Roll and Reverse Repurchase Agreement Transaction Risk, Equity Securities Risk, Fixed Income Securities Risk, Foreign Investment; Emerging Markets; Currency Risk, Frequent Trading/Portfolio Turnover Risk, Growth Company Risk, Large Company Risk, Leveraging Risk, Liquidity Risk, Management Risk, Market Risk, Mortgage-and Asset-Backed Securities Risk, Preferred Stocks Risk, Quantitative Models Risk, Repurchase Agreement Risk, Restricted Securities Risk, Risk of Investment in Other Funds or Pools Risk, Sector Risk, Small and Mid-Cap Company Risk, Sovereign Debt Obligations Risk, U.S. Government Risk, Valuation Risk, Value Company Risk, When-Issued, Delayed Delivery, TBA and Forward Commitment Transaction Risk. Please refer to the summary prospectus (via the link below or by sending an email to email@example.com) for more information on the specific risks.