Morningstar

TCW MetWest High Yield Bond Fund Class I-3 MWHZX

Morningstar Medalist Rating
Medalist Rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 9.49  /  +0.11 %
  • Total Assets 369.3M
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 6.96%
  • Effective Duration 2.63 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:14 AM GMT+0

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 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TCW Central Cash Cash Management

4.68 17M
Cash and Equivalents

CCO Holdings, LLC/ CCO Holdings Capital Corp. 0.07375%

1.54 5M
Corporate

Cash & Cash Equivalents

1.25 4M
Cash and Equivalents

1261229 Bc Ltd. 0.1%

1.09 4M
Corporate

Equipmentshare Com Inc. 0.07125%

1.05 4M
Corporate

Cloud Software Group Inc. 0.0825%

1.03 4M
Corporate

Tenet Healthcare Corporation 0.0425%

1.02 4M
Corporate

PNC Financial Services Group Inc. 0.034%

0.99 4M
Corporate

Discovery Global Holdings Inc. 0.0505%

0.93 3M
Corporate

Sunoco LP 0.07875%

0.88 3M
Corporate

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