Morningstar

TCW Flexible Income ETF FLXR

Morningstar Medalist Rating
Medalist Rating as of | See TCW Investment Hub

Morningstar’s Analysis FLXR

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

  • People Pillar

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

Settling in.

Principal Brian Moriarty

Brian Moriarty

Principal

Summary

A strong team and a balanced investment process distinguish TCW Flexible Income from many competitors.

by Brian Moriarty
Rated on Published on

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Portfolio Holdings FLXR

More FLXR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

23.54 1B
Government

2 Year Treasury Note Future Dec 26

11.49 606M
Government

Sdl3uzvj6 Irs Gbp R F 4.75000 Bdl3uzvk3 Ccpois

5.62 296M
Government

TCW Central Cash Cash Management

5.09 269M
Cash and Equivalents

TCW Private Asset Income I

2.16 114M
—

Federal National Mortgage Association 4.5%

1.74 92M
Securitized

Federal National Mortgage Association 3.5%

1.54 81M
Securitized

Federal National Mortgage Association 5.5%

1.24 65M
Securitized

Federal National Mortgage Association 4%

1.15 61M
Securitized

Federal Home Loan Mortgage Corp. 4%

0.98 52M
Securitized

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