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Bond Markets in Focus May 29, 2009 Tad Rivelle discusses concerns about a further sell off in the Treasury bond market. Video Go

Investment strategies may not achieve the desired results due to implementation lag, other timing factors, portfolio management decision-making, economic or market conditions or other unanticipated factors. The views and forecasts expressed in this video are as of May 29, 2009, are subject to change without notice, may not come to pass, and do not represent a recommendation or offer of any particular security, strategy, or investments.

Securities or sectors discussed are not recommendations and are presented as examples of issue selection or portfolio management processes. They have been picked for comparison or illustration purposes only. No security presented within is either offered for sale or purchase. U.S. Treasuries are guaranteed by the full faith and credit of the U.S. Government. Mutual funds are not guaranteed and involve risk including the possible loss of principal. High yield investments by the Funds in lower-rated and non-rated securities present a greater risk of loss of principal and interest than higher-rated securities. MetWest reserves the right to change its investment perspective and outlook without notice as market conditions dictate.

While we have gathered this information from sources believed to be reliable, MetWest cannot guarantee the accuracy of the information provided. Metropolitan West Asset Management LLC had no editorial control over the content of this material.

The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher. Click here to obtain the most recent month-end performance. Investment return and principal value of the fund will fluctuate, and shares may be worth more or less than their original cost when redeemed.

For MWTIX the total expense ratio is 0.44%. For MWLIX the total expense ratio is 0.40% and the net expense ratio is 0.39%.

MWTIX received a 4-Star Overall Morningstar Rating based on risk-adjusted returns as of 3/31/2009 among 993 Intermediate-Term Bond Funds. For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year Morningstar Rating metrics. The Metropolitan West Total Return Bond Fund I-Class was rated 4 stars for the 3-year period and 4 stars for the 5-year period against 993 and 856 U.S.-Domiciled Intermediate-Term Bond Funds respectively.

Morningstar designates a “Fund Manager of the Year” in three categories each year based on its own research and an in-depth evaluation by its editorial staff. Morningstar Analysts base this designation on a number of criteria including calendar year returns, long-term results, durable strategies and stewardship. MetWest was designated the Fixed Income Fund Manager of the Year for 2005.