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Morningstar

Metropolitan West Total Return Bd M MWTRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Metropolitan West Investment Hub

Morningstar’s Analysis MWTRX

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

  • People Pillar

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

The end of one era, the beginning of another.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

With TCW poised to lose two of its leading voices to retirement, the firm's remaining strengths are not enough to compensate for their departures. Many strengths remain, but in recognition of that loss, the fund's People rating has been downgraded to Above Average from High.

by Brian Moriarty
Rated on Published on

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