Morningstar

TCW MetWest High Yield Bond Fund Class I-3 MWHZX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $9.54  /  +0.63 %
  • Fund Size $379.4M
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 6.96%
  • Average Effective Duration 3.07 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis MWHZX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TCW MetWest High Yield Bond I-3 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MWHZX

More MWHZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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1261229 Bc Ltd. 0.1%

1.07 4M
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Equipmentshare Com Inc. 0.07125%

0.91 4M
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Cloud Software Group Inc. 0.0825%

0.90 4M
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Tenet Healthcare Corporation 0.0425%

0.90 4M
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PNC Financial Services Group Inc. 0.07151%

0.90 4M
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CCO Holdings, LLC/ CCO Holdings Capital Corp. 0.07375%

0.87 3M
Corporate

Cash & Cash Equivalents

0.83 3M
Cash and Equivalents

Discovery Global Holdings Inc. 0.0505%

0.79 3M
Corporate

Sunoco LP 0.07875%

0.78 3M
Corporate

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