Symbol: MWTRX
Expense Ratio: 0.67%
Metropolitan West Total Return D invests in discount-priced, high-quality intermediate-term bonds.
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The four bond pickers at this fund have been playing defense for the past year by loading up on investment-grade corporate debt, government mortgage bonds and Treasuries. “The longer and more extreme the party gets,” says comanager Tad Rivelle, referring to what he views as an economic cycle at its peak, “the more cautious you should be.”
See Kiplinger 25 at a Glance for the complete list of our favorite no-load mutual funds.
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And for the full collection of our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.
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