Morningstar

TCW MetWest Unconstrained Bd Fund Class I-3 MWCZX

Morningstar Medalist Rating
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Medalist Rating as of See TCW Investment Hub
  • NAV / 1-Day Return $9.68  /  0.00
  • Fund Size $2.6B
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Nontraditional Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 5.44%
  • Average Effective Duration 2.68 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MWCZX

Will MWCZX outperform in the 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 MWCZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MWCZX 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 MWCZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TCW MetWest Unconstrained Bd I-3 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MWCZX

More MWCZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TCW Central Cash Cash Management

5.51 167M
Cash and Equivalents

Federal National Mortgage Association 0.04%

2.90 88M
Securitized

Federal National Mortgage Association 0.05%

1.91 58M
Securitized

Federal National Mortgage Association 0.035%

1.90 58M
Securitized

TCW Private Asset Income I

1.85 56M
—

Government National Mortgage Association 0.04%

1.84 56M
Securitized

Federal National Mortgage Association 0.055%

1.65 50M
Securitized

Federal National Mortgage Association 0.045%

1.50 45M
Securitized

Cash & Cash Equivalents

1.30 40M
Cash and Equivalents

United States Treasury Notes 0.04625%

1.05 32M
Government

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