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Metropolitan West Total Return Bd M MWTRX

Rating as of
NAV / 1-Day Return
10.99  /  0.38 %
Total Assets
86.7 Bil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Above Average
Longest Manager Tenure
24.68 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
5,000
Status
Open
TTM Yield
1.01%
Effective Duration
6.29 years
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Morningstar’s Analysis

Will MWTRX outperform in future?

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

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

Associate Director

Analyst Note

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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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