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.
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 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.
The Fund seeks current income and preservation of capital by investing primarily in fixed income securities rated investment grade and with average maturities ranging from three to seven years.
Rank 71/237 Total Return
Rank 68/237 Standard Deviation
Rank 65/237 Max Drawdown
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|70||American Funds College Enrollment Fund;529-A||USD||
|71||Metropolitan West Intermediate Bond Fund;I||USD||
|72||Fidelity Intermediate Bond Fund||USD||
|73||Capital Group Core Bond Fund||USD||
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|66||John Hancock ESG Core Bond Fund;I||USD||
|67||Western Asset Intermediate Bond Fund;I||USD||
|68||Brown Advisory Intermediate Income Fund;Advisor||USD||
|68||Metropolitan West Intermediate Bond Fund;I||USD||
|68||CNR Intermediate Fixed Income Fund;N||USD||
|68||American Beacon Garcia Hamilton Qual Bd Fund;Inst||USD||
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Month by Month Performance
Returns Vs Risk
- United States
- Launch date28/06/2002
- Share Class size675Mn
- Base currencyUSD
- Min. initial investment3Mn
- Min. regular additional investment50,000
- Annual management0.35%