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Kip 25

Metropolitan West Total Return

Symbol: MWTRX
Expense Ratio: 0.67%

Metropolitan West Total Return D is a bond fund and a member of the Kiplinger 25, the annual list of our favorite no-load funds.

With $78.1 billion in assets, this is the nation’s biggest actively run bond fund. Its four managers have more than half of the fund’s assets invested in fortress-strength bonds: Treasuries and mortgage bonds and bundles of student loans backed by the government. Another 20% is invested in investment-grade corporate bonds. The rest is in a mix of asset-backed securities not backed by Uncle Sam. The fund yields 1.9% and has an average duration of 5.6 years.

Data through February 28, 2017

See Kiplinger 25 at a Glance for the complete list of our favorite no-load mutual funds.

Visit Kiplinger's Model Portfolios for three examples of how you can put Kiplinger 25 funds to work.

And for the full collection of our Kiplinger 25 content, see KIPLINGER 25: A Guide to Our Favorite No-Load Funds.