Mutual Funds

Metropolitan West Funds



Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
METWEST TOTAL RETURN BOND FUND M CLASS MWTRX USD 5,000 USD 5,000 N/A N/A M Yes
METWEST LOW DURATION BOND FUND I CLASS MWLIX USD 3,000,000 USD 3,000,000 Bond N/A I Yes
METWEST TOTAL RETURN BOND FUND I CLASS MWTIX USD 3,000,000 USD 3,000,000 Bond N/A I Yes
METWEST HIGH YIELD BOND FUND I CLASS MWHIX USD 3,000,000 USD 3,000,000 Bond N/A I Yes
METWEST INTERMEDIATE BOND FUND I CLASS MWIIX USD 3,000,000 USD 3,000,000 Bond N/A I Yes
METWEST ULTRA SHORT BOND FUND I CLASS MWUIX USD 3,000,000 USD 3,000,000 Bond N/A I Yes
METWEST TOTAL RETURN BOND FUND N CLASS MWTNX USD 2,500 USD 2,500 Bond N/A ADMIN Yes
MW FLOATING RATE INCOME FUND I CLASS MWFLX USD 3,000,000 USD 3,000,000 Bond N/A I Yes
METWEST LOW DURATION BOND FUND M CLASS MWLDX USD 5,000 USD 5,000 Bond N/A M Yes
METWEST ALPHATRAK 500 FUND M CLASS MWATX USD 5,000 USD 5,000 Stock N/A M Yes
METWEST HIGH YIELD BOND FUND M CLASS MWHYX USD 5,000 USD 5,000 Bond N/A M Yes
METWEST INTERMEDIATE BOND FUND M CLASS MWIMX USD 5,000 USD 5,000 Bond N/A M Yes
METWEST TOTAL RETURN BOND FUND-P CLASS MWTSX USD 25,000,000 USD 25,000,000 Bond N/A P Yes
MW FLOATING RATE INCOME FUND M CLASS MWFRX USD 5,000 USD 5,000 Bond N/A M Yes
METWEST UNCONSTRAINED BOND FUND I CLASS MWCIX USD 3,000,000 USD 3,000,000 Alternatives N/A I Yes
METWEST UNCONSTRAINED BOND FUND M CLASS MWCRX USD 5,000 USD 5,000 Alternatives N/A M Yes
METWEST STRATEGIC INCOME FUND I CLASS MWSIX USD 3,000,000 USD 3,000,000 Alternatives N/A I Yes
METWEST STRATEGIC INCOME FUND M CLASS MWSTX USD 5,000 USD 5,000 Alternatives N/A M Yes
METWEST FLEXIBLE INCOME FUND MWFSX USD 5,000 USD 1,000 N/A N/A M Yes

Notes:

  1. Advisor minimums may be lower.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport