TCW MetWest Total Return Bd I (MWTIX) Research

The fund primarily aims to achieve its objectives by allocating, under normal market conditions, a minimum of 80% of its net assets to high-quality fixed income instruments. This includes investment-grade bonds or unrated securities that the Adviser determines to possess equivalent credit quality. A smaller portion, up to 20% of its net assets, may be directed towards lower-rated (below investment grade) debt or unrated securities deemed by the Adviser to be of comparable speculative quality. Overall, the fund commits at least 80% of its net assets, including any borrowed capital used for investment purposes, to fixed income securities it classifies as bonds.

Market snapshot

Symbol
MWTIX
Price
$9.07
Day change
+0.22%
Market cap
$28.9B
52-week range
8.95-9.33
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • American Funds 2025 Target Date Retirement Fund Class C (CCDTX)
  • DoubleLine Total Return Bond Fund Class I (DBLTX)
  • DoubleLine Total Return Bond Fund Class N (DLTNX)
  • American Funds 2025 Target Retirement Fd Cl F-1 (FAPTX)
  • Metropolitan West Total Return Bond Fund Plan Class (MWTSX)
  • T. Rowe Price Mid-Cap Growth Fund Advisor Class (PAMCX)
  • T. Rowe Price Value Fund Advisor Class (PAVLX)
  • Principal MidCap Institutional (PCBIX)

Open TCW MetWest Total Return Bd I (MWTIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.