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Metropolitan West Total Return Bd I MWTIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
11.05  /  0.09 %
Total Assets
90.5 Bil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Below Average
Longest Manager Tenure
24.47 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
3,000,000
Status
Open
TTM Yield
1.26%
Effective Duration
6.04 years

USD | NAV as of Sep 17, 2021 | 1-Day Return as of Sep 17, 2021, 10:01 PM GMT+00:00

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Morningstar’s Analysis

Will MWTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MWTIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the MWTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of MWTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Pending Retirement of TCW’s Tad Rivelle Is Significant, but Impressive Managers Remain

Associate Director

Analyst Note

| |

On Wednesday, Aug. 25, 2021, TCW announced that Tad Rivelle would retire at the end of the year. Rivelle is currently group managing director and chief investment officer of fixed income, overseeing over $220 billion of fixed-income assets.

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