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Tcw Metwest Total Return Bond Fund Class M (MWTRX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.82B
Metropolitan West Total Return Bd M
8.97
+0.01
+0.11%
- Overview
- Profile
- Historical Data
- Holdings
MWTRX Overview
On this page you'll find an in-depth profile of Tcw Metwest Total Return Bond Fund Class M. Learn about the key management, total assets, investment strategy and contact information of MWTRX among other information.
Investment Strategy
The investment seeks to maximize long-term total return. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. Up to 20% of the fund's net assets may be invested in securities rated below investment grade 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.
Contact Information
Address
865 South Figueroa Street,Suite 1800
Los Angeles,CA 90017
United States
Los Angeles,CA 90017
United States
Phone
+1 213 2440000
Web
www.tcw.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jerry M. Cudzil | Portfolio Manager | 2023 | Now |
| Biography | Mr. Cudzil is a Specialist Portfolio Manager and Head of Credit Trading. He oversees the Fixed Income group’s trading of investment grade corporate bonds, high yield bonds, leveraged loans and credit derivatives. Prior to joining TCW in 2012, Mr. Cudzil was a High Yield Bond Trader for Morgan Stanley and Deutsche Bank, specializing in project finance, aviation, and energy securities. He was previously a Portfolio Manager for Dimaio Ahmad Capital, managing the multi-strategy credit fund and aviation fund and leading the firm’s risk management team. Mr. Cudzil began his career as a Corporate Bond Trader for Prudential Securities and has also traded investment grade and high yield debt for Credit Suisse and Goldman Sachs. Mr. Cudzil earned a BA in Economics from the University of Pennsylvania. | ||
| Ruben Hovhannisyan | Portfolio Manager | 2023 | Now |
| Biography | Mr. Hovhannisyan is an Associate Generalist Portfolio Manager in the Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Prior to his current role, he served as a Senior Portfolio Analyst working alongside the Generalist Portfolio Managers. Mr. Hovhannisyan joined TCW from Metropolitan West Asset Management company, where he spent two years as a collateralized debt obligations specialist and member of the portfolio risk management group. Prior to joining MetWest in 2007, he was an associate at KPMG Structured Finance Group where he was engaged in various projects analyzing structured products. Mr. Hovhannisyan holds a BA in Business/Economics from the University of California, Los Angeles (UCLA) and an MBA from the UCLA Anderson School of Management. He is a CFA charterholder. | ||
| Bryan T. Whalen | Managing Director | 2004 | Now |
| Biography | Mr. Whalen is Co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Prior to joining TCW, Mr. Whalen was a Partner at Metropolitan West Asset Management and Co-head of its Securitized Products division. Prior to joining MetWest in 2004, he was a Director in the Fixed Income department at Credit Suisse First Boston in New York. Previously, he was a Vice President at Donaldson, Lufkin & Jenrette. Mr. Whalen earned a BA in Economics from Yale University. He is a CFA charterholder. | ||
| Stephen M. Kane | Managing Director | 1997 | Now |
| Biography | Mr. Kane is Co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Under his co-leadership, the MetWest investment team was recognized as Morningstar’s Fixed Income Manager of the Year for 2005. Mr. Kane has led the effort to launch a number of fixed income products, including AlphaTrak, Long Duration/LDI, Unconstrained, and Global. Prior to establishing MetWest, he was a fixed income portfolio manager at Hotchkis and Wiley. He also served as a Vice President at PIMCO. Mr. Kane earned a BS in Business from the University of California, Berkeley and an MBA from the University of Chicago Booth School of Business. He is a CFA charterholder. | ||
| Laird R. Landmann | Group Managing Director | 1997 | 2023 |
| Biography | Mr. Landmann is a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. He serves on the boards of the TCW and Metropolitan West Mutual Funds.Mr. Landmann currently co-manages many of TCW and MetWest’s mutual funds, including the MetWest Total Return Bond Fund, the MetWest High Yield Bond Fund and the TCW Core Fixed Income Fund, and leads the fixed income group’s risk management efforts. He is a leader of the MetWest investment team that was recognized as Morningstar’s Fixed Income Manager of the Year for 2005 and has been nominated for the award nine times. Prior to founding MetWest in 1996, Mr. Landmann was a principal and the co-director of fixed income at Hotchkis and Wiley. He also served as a portfolio manager and vice president at PIMCO.Mr. Landmann holds an AB in Economics from Dartmouth College and an MBA from the University of Chicago Booth School of Business. | ||
| Tad Rivelle | CIO (Chief Investment Officer - Fixed Income) | 1997 | 2021 |
| Biography | Tad Rivelle Group Managing Director Chief Investment Officer–Fixed Income Co-Director Fixed Income Tad Rivelle is Chief Investment Officer, Fixed Income. Prior to joining TCW, Tad served as Chief Investment Officer for MetWest, an independent institutional investment manager that he cofounded. The MetWest investment team has been recognized for a number of performance related awards, including Morningstar’s Fixed Income Manager of the Year. Mr. Rivelle was also the co-director of fixed income at Hotchkis & Wiley and a portfolio manager at PIMCO. Tad holds a BS in Physics from Yale University, an MS in Applied Mathematics from University of Southern California, and an MBA from the UCLA Anderson School of Management. | ||
| David B. Lippman | Group Managing Director | 2002 | 2008 |
| Biography | Mr. Lippman oversees management and administration of the U.S. Fixed Income Group. He joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Prior to joining TCW, Mr. Lippman led MetWest’s strategy and operations as CEO, and was a member of both the credit committee (which determined strategies for corporate securities) and the structured products committee (which determined strategies for mortgage-backed and asset-backed securities). He was also the president and principal executive officer of the Metropolitan West Funds. Prior to joining MetWest in 2001, Mr. Lippman was managing director of structured product sales at Credit Suisse First Boston in New York. He is also a former corporate bond trader at Drexel Burnham Lambert. Mr. Lippman is a graduate of Drew University and holds a JD from Hofstra University. | ||
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