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Total Return Bond Fund
– Overview |
PRINTER FRIENDLY |
Objective
The Total Return Bond Fund seeks to maximize long-term total return.

Description
The Total Return Bond Fund is a core bond fund that seeks to outperform the Lehman Brothers Aggregate Index while maintaining overall risk similar to the index. The Total Return Bond Fund will maintain an average duration between 2 and 8 years, and is normally expected to be within one year of the duration of the Lehman Brothers Aggregate Index. Investments can include government and corporate debt securities, mortgage- and asset-backed securities, money market instruments, and derivatives. The Fund can invest up to 20% in issues rated below BBB but no lower than B.

Management Team
All of MetWest's mutual funds and investment strategies are team-managed with a generalist/specialist structure. The Total Return Bond Fund team has four managers:

Tad Rivelle
Joined MetWest: 1996
Education: Yale (B.S.), USC (M.S.), UCLA (M.B.A.) |
Steve Kane, CFA
Joined MetWest: 1996
Education: UC, Berkeley (B.S.), University of Chicago (M.B.A.) |
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Laird Landmann
Joined MetWest: 1996
Education: Dartmouth (B.A.), University of Chicago (M.B.A.) |
David Lippman
Joined MetWest: 2001
Education: Drew University (B.A.),
Hofstra University (J.D.) |

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