Morningstar

TCW MetWest Ultra Short Bond Fund Class M MWUSX

Morningstar Medalist Rating
Medalist Rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 4.16  /  0.00
  • Total Assets 28.5M
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Ultrashort Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 3.85%
  • Effective Duration 1.35 years

USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MWUSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TCW MetWest Ultra Short Bond M 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.

by Morningstar Automated Analysis
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Portfolio Holdings MWUSX

More MWUSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.0375%

13.37 6M
Government

TCW Central Cash Cash Management

8.31 4M
—

United States Treasury Notes 0.03875%

7.96 4M
Government

U.S. International Development Finance Corporation 0.0149%

3.20 1M
Securitized

Federal National Mortgage Association 0.05%

2.24 1M
Securitized

Bank of America Corp. 0.03824%

2.13 981,188
Corporate

Government National Mortgage Association 0.04%

1.97 908,899
Securitized

Citigroup Inc. 0.01462%

1.76 812,359
Corporate

United States Treasury Notes 0.03875%

1.46 674,341
Government

Morgan Stanley Private Bank National Association 0.04204%

1.35 622,962
Corporate

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