Morningstar

TCW MetWest High Yield Bond Fund Class Institutional MWHIX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $8.91  /  +0.56 %
  • Fund Size $379.4M
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.600%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $3M
  • Investment Status Open
  • TTM Yield 7.13%
  • Average Effective Duration 3.07 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MWHIX

Will MWHIX 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 MWHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TCW MetWest High Yield Bond I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings MWHIX

More MWHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TCW Central Cash Cash Management

10.47 41M
Cash and Equivalents

1261229 Bc Ltd. 0.1%

1.07 4M
Corporate

Equipmentshare Com Inc. 0.07125%

0.91 4M
Corporate

Cloud Software Group Inc. 0.0825%

0.90 4M
Corporate

Tenet Healthcare Corporation 0.0425%

0.90 4M
Corporate

PNC Financial Services Group Inc. 0.07151%

0.90 4M
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 0.07375%

0.87 3M
Corporate

Cash & Cash Equivalents

0.83 3M
Cash and Equivalents

Discovery Global Holdings Inc. 0.0505%

0.79 3M
Corporate

Sunoco LP 0.07875%

0.78 3M
Corporate

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