MWTTX – TCW MetWest Total Return Bd I-2 Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize long-term total return. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Up to 20% of the fund's net assets may be invested in securities rated below investment grade or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80% of its net assets, plus any borrowings for investment purposes in fixed income securities it regards as bonds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MWTRX	TCW MetWest Total Return Bond Fund Class M	No Load	Open			Mar 31, 1997	$1.80B	0.680%	Above Average	$5,000	−$577.07M
MWTNX	TCW MetWest Total Return Bond Fund Administrative Class	No Load	Open			Dec 18, 2009	$235.33M	0.800%	High	$2,500	−$77.99M
MWTIX	TCW MetWest Total Return Bond Fund Class I	Institutional	Open			Mar 31, 2000	$17.40B	0.430%	Below Average	$3M	−$2.57B
MWTSX	TCW MetWest Total Return Bond Fund Plan Class	Institutional	Open			Jul 29, 2011	$7.34B	0.380%	Below Average	$25M	−$1.57B
MWTTX	TCW MetWest Total Return Bond Fund Class I-2	Institutional	Open			Mar 6, 2020	$20.33M	0.530%	Above Average	$3M	−$16.74M
MWTZX	TCW MetWest Total Return Bond Fund Class I-3	Institutional	Open			Aug 26, 2025	$6.68M	0.590%	High	$1M	$6.94M

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