Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund
Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund
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Overview
What the company does, where it operates, and who runs it.
About Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- LOS ANGELES CA 90017, Los Angeles, CA, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- LOS ANGELES CA 90017, Los Angeles, CA, US
This fund provides an enhanced strategy for S&P 500 Index exposure, achieved by combining a fixed-income portfolio with direct, unleveraged investments in S&P 500 Index futures contracts. The fixed-income component is structured with a portfolio duration of up to three years and a dollar-weighted average maturity not exceeding five years. To ensure quality, at least 85% of these fixed-income securities are investment grade rated or considered of comparable quality by the Adviser.
Media
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Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Metropolitan West Funds - Metropolitan West AlphaTrak 500 Fund. Press releases and market coverage, newest first.