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Metropolitan West Total Return Bond Fund;M

Ranked 145 out of 241 in - US Dollar Medium Term over 12 months
All calculations are in USD unless stated

Managed by

Stephen M. Kane

Stephen Kane, CFA is group managing director and portfolio manager, US fixed income at TCW Investment Management Company based in Los Angeles. He joined the firm in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Prior to this, he was responsible for leading MetWest’s Alpha Trak, ultra-short and liability driven investment products and he co-managed many of the firm’s mutual funds. Stephen graduated from the University of California, Berkeley with a BA in Business and the University of Chicago Booth School of Business with an MBA.

Laird R. Landmann

Tad Rivelle

Tad Rivelle is group managing director and CIO of fixed income at TCW Investment Management Company. Based in Los Angeles, he oversees more than $150 million in US fixed income assets and US fixed income mutual fund assets. He joined the firm in 2009 and prior to this was CIO at MetWest, an independent institutional investment manager that he co-founded. He graduated from Yale University with a BSc in Physics, the University of Southern California with an MSc in Applied Mathematics and the UCLA Anderson School of Management with an MBA.

Bryan T. Whalen

Bryan Whalen, CFA is a group managing director, US fixed income at TCW Investment Management Company based in Los Angeles. He joined the firm in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest) as co-head of the Securitised Products division. Prior to joining MetWest in 2004, he was director in the fixed income department at Credit Suisse First Boston in New York. Bryan graduated from Yale University with a BA in Economics.

Objective

The Fund seeks to maximize long-term total return by investing at least 80% of its assets in a diversified portfolio of fixed-income securities of varying maturities, issued by domestic and foreign corporations and governments with portfolio duration of two to eight years.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Medium Term over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 1.3% 0.5%
2016 2.2% 2.4% 1.9% 0.7% -2.8%
2015 0.0% 1.3% -1.5% 0.7% -0.6%
2014 5.8% 1.8% 2.1% 0.3% 1.5%
2013 0.2% 0.7% -2.3% 1.4% 0.5%
2012 11.8% 2.7% 2.3% 4.6% 1.8%
2011 4.8% 1.4% 1.4% 1.4% 0.6%
2010 11.5% 3.9% 3.5% 3.8% -0.1%
2009 17.1% 0.4% 4.8% 8.1% 3.0%
2008 -1.5% 1.0% -1.9% -1.8% 1.2%
2007 6.7% 1.8% -0.7% 3.1% 2.4%
2006 7.1% 0.6% 0.3% 3.2% 2.8%
2005 2.6% 0.1% 2.4% 0.3% -0.3%
2004 5.2% 2.8% -2.7% 2.8% 2.2%
2003 13.9% 1.7% 6.5% 1.8% 3.4%
2002 -1.2% -0.9% -2.8% -1.6% 4.3%
2001 9.1% 4.6% 0.9% 4.0% -0.5%
2000 9.3% 2.3% 1.2% 3.1% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/03/1997
  • Share Class size12,747Mn
  • Base currencyUSD
  • ISIN US5929051036

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.35%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).