Morningstar

TCW MetWest Investment Grade Credit Fund Class I MWIGX

Morningstar Medalist Rating
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Medalist Rating as of See TCW Investment Hub
  • NAV / 1-Day Return $7.65  /  −0.13 %
  • Fund Size $23.2M
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Intermediate Core-Plus Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $3M
  • Investment Status Open
  • TTM Yield 4.43%
  • Average Effective Duration 4.25 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MWIGX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TCW MetWest Invstmt Gr Crdt I holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MWIGX

More MWIGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.04375%

3.05 814,681
Government

TCW Central Cash Cash Management

2.64 703,446
Cash and Equivalents

Federal National Mortgage Association 0.035%

2.49 665,319
Securitized

Federal National Mortgage Association 0.04%

1.54 410,686
Securitized

Federal National Mortgage Association 0.045%

1.44 385,033
Securitized

Cash & Cash Equivalents

1.36 363,233
Cash and Equivalents

Federal National Mortgage Association 0.035%

1.33 354,414
Securitized

Bank of America Corp. 0.02299%

1.30 347,395
Corporate

JPMorgan Chase & Co. 0.01953%

1.20 319,156
Corporate

Federal National Mortgage Association 0.05%

1.09 289,458
Securitized

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