Morningstar

TCW MetWest Strategic Income Fund Class M MWSTX

Morningstar Medalist Rating
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Medalist Rating as of See TCW Investment Hub
  • NAV / 1-Day Return $6.01  /  −0.17 %
  • Fund Size $52.9M
  • Adjusted Expense Ratio 1.040%
  • Net Expense Ratio 1.040%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Nontraditional Bond
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 5.47%
  • Average Effective Duration 2.57 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MWSTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TCW MetWest Strategic Income M holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings MWSTX

More MWSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TCW Central Cash Cash Management

9.23 6M
Cash and Equivalents

US TREASURY N/B

3.92 3M
Government

US TREASURY N/B

2.64 2M
Government

Federal National Mortgage Association 0.035%

1.86 1M
Securitized

Federal National Mortgage Association 0.045%

1.84 1M
Securitized

TCW Private Asset Income I

1.83 1M
—

Federal National Mortgage Association 0.05%

1.44 949,200
Securitized

Federal National Mortgage Association 0.025%

1.41 933,890
Securitized

Federal National Mortgage Association 0.04%

1.39 914,986
Securitized

Government National Mortgage Association 0.04%

1.34 882,579
Securitized

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