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Metropolitan West Total Return Bd I MWTIX

Analyst rating as of
NAV / 1-Day Return
9.22  /  0.99 %
Total Assets
64.6 Bil
Adj. Expense Ratio
0.440%
Expense Ratio
0.440%
Fee Level
Below Average
Longest Manager Tenure
25.67 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
3,000,000
Status
Open
TTM Yield
2.67%
Effective Duration
6.78 years

Morningstar’s Fund Analysis MWTIX

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New CEO at TCW; No Changes to Analyst Ratings

Associate Director

Analyst Note

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The TCW Group has announced that Goldman Sachs veteran Kathryn (Katie) Koch will join the firm as president and chief executive officer, effective Jan. 1, 2023. Koch will replace David Lippman, who has been CEO since 2012 and previously led Metropolitan West before TCW acquired it in late 2009. Koch’s appointment comes roughly one year after TCW announced former CIO Tad Rivelle’s retirement. At that time, it was not clear that Lippman’s tenure would extend beyond his current contract (which expires at the end of 2022), so this announcement regarding new leadership at TCW does not come as a surprise.

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