Metropolitan West Floating Rate Income Fd Cl M Shs (MWFRX) Research
The primary aim of this fund is to deliver substantial current income, while also pursuing long-term capital growth as a secondary objective. Typically, the fund commits at least 80% of its net assets (including any borrowed capital for investment) to investments with floating interest rates or those that offer comparable economic exposure. There are no limitations on the credit quality of its holdings, allowing for investments across the entire spectrum, including those rated below investment grade. Indeed, a significant portion of the portfolio is ordinarily comprised of leveraged loans that are either unrated or carry a sub-investment grade rating.
Market snapshot
- Symbol
- MWFRX
- Price
- $9.49
- Day change
- -0.11%
- Market cap
- $299.4M
- 52-week range
- 9.41-9.53
- Sector
- Financial Services
- Industry
- Asset Management - Income
Peer companies
- ClearBridge MLP and Midstream Total Return Fund Inc. (CTR)
- Diamond Hill All Cap Select Fund Class C (DHTCX)
- First Trust Energy Income and Growth Fund (FEN)
- First Trust Energy Infrastructure Fund (FIF)
- Fidelity Select Portfolios Air Transportation Portfolio (FSAIX)
- Salient Select Income Fund Class C (KIFCX)
- BMO TCH Corporate Income Fund Class I Shs (MCIIX)
- Metropolitan West Floating Rate Income Fd Cl I Shs (MWFLX)
Open Metropolitan West Floating Rate Income Fd Cl M Shs (MWFRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.