Metropolitan West Flexible Income Fund - M Share (MWFSX)

Overview

This fund’s investment strategy focuses on allocating at least 80% of its net assets, along with any borrowings meant for investment purposes, towards various income-generating fixed income securities and instruments. The portfolio extends across a broad spectrum of securities issued by both domestic and foreign corporations as well as governments. This includes a wide geographical outreach, covering investments in the United States as well as international markets, with an inclusion of emerging markets. The investment approach underscores the fund's commitment to generating income for its investors, leveraging opportunities across a diversified range of fixed-income instruments globally.

Products and Services

• Fixed Income Securities

  These are debt instruments issued by corporations and governments, both domestically and internationally, including those from emerging markets. Fixed income securities are a primary component of the fund’s investment strategy, aimed at generating regular income for its investors through interest earnings. These securities can range from government bonds, corporate bonds, to other debt instruments that offer fixed returns over time.

• Instruments Generating Income

  Apart from conventional fixed income securities, the fund also invests in various instruments designed to produce income. These can include, but are not limited to, dividend-paying stocks, income funds, and other financial instruments that offer profitability primarily through income rather than capital appreciation. The choice of these instruments is based on the fund’s objective to ensure steady income flow to its investors.