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Morningstar

Metropolitan West Total Return Bd I MWTIX

Morningstar Analyst Rating
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

USD | NAV as of Dec 01, 2022 | 1-Day Return as of Dec 01, 2022, 11:11 PM GMT+00:00

Morningstar’s Fund Analysis MWTIX

Will MWTIX outperform in future?

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

Process Pillar

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

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

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

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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