About MWSIX
TCW MetWest Strategic Income Fund – I Shares is an actively managed mutual fund in the nontraditional bond category. Its primary objective is to maximize long-term total return without tracking a specific market or index, aiming for returns at least 200 basis points above the risk-free rate as measured by 90‑day Treasury bills. The strategy seeks consistent, absolute positive annual results by exploiting pricing disparities across credit, currencies, and interest rates, with an emphasis on secured or asset‑backed debt relative to unsecured obligations. The portfolio spans the full fixed income spectrum—including government, securitized, corporate, and high yield securities—and may employ derivatives to manage duration, curve positioning, and sector exposures. Portfolio construction is flexible and opportunistic, targeting longer‑term cyclical anomalies and sector‑ or issue‑specific dislocations to enhance yield and potential price appreciation. Key characteristics recently included a short-to-intermediate effective duration and a large, diversified holdings base, reflecting active trading and risk management. The fund’s institutional share class features monthly distributions and is designed for investors seeking a diversified, absolute‑return‑oriented fixed income approach within broader asset allocations.
Fund Family TCW
Category Nontraditional Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MWSIX
Share Class Class I
Index Index is not available on Lipper Database
MWSIX had a total return of 4.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.18%.
