MWLIX – TCW MetWest Low Duration Bd I Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize current income, consistent with preservation of capital. The fund pursues its objective by investing, under normal circumstances, at least 70% of its net assets in highly rated fixed income securities or unrated securities determined by the Adviser to be of comparable quality. The fund also invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities it regards as bonds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MWLDX	TCW MetWest Low Duration Bond Fund Class M	No Load	Open			Mar 31, 1997	$67.75M	0.630%	Above Average	$5,000	−$14.56M
MWLNX	TCW MetWest Low Duration Bond Fund Administrative Class	No Load	Open			Sep 22, 2009	$11,549.00	0.810%	High	$2,500	$21.47
MWLIX	TCW MetWest Low Duration Bond Fund Class I	Institutional	Open			Mar 31, 2000	$796.27M	0.410%	Average	$3M	−$4.48M
MWLZX	TCW MetWest Low Duration Bond Fund Class I-3	Institutional	Open			Aug 26, 2025	$133,856.00	0.540%	High	$1M	$124,381.71

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