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Morningstar

TCW High Yield Bond I TGHYX

Morningstar Analyst Rating
Quantitative rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 6.02  /  0.50 %
  • Total Assets 62.2 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 5.31%
  • Effective Duration 3.79 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:55 PM GMT+00:00

Morningstar’s Analysis TGHYX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin TCW High Yield Bond I's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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