SOURCE: The TCW Group, Inc.

The TCW Group, Inc.

October 09, 2012 13:55 ET

Tad Rivelle and Bryan Whalen to Discuss U.S. Fixed Income Markets on MetWest Total Return Bond Fund Conference Call

LOS ANGELES, CA--(Marketwire - Oct 9, 2012) - The TCW Group (TCW), an international asset-management firm, invites you to participate in a conference call on Wednesday, October 10 with Tad Rivelle, TCW's Chief Investment Officer for Fixed Income, and Bryan Whalen, co-head of TCW's Mortgage-Backed Securities division. The call will include discussion of the positioning and long-term performance of the Morningstar 5-star rated MetWest Total Return Bond Fund (MWTIX/MWTRX).

The title of Mr. Rivelle and Mr. Whalen's presentation is "MetWest Total Return: 15 Years of Looking for Value In All the Right Places." In addition to exploring the Fund's long-term performance record, Mr. Rivelle and Mr. Whalen will also discuss the Fund's current positioning, the impact of the Federal Reserve's open-ended bond-buying program on fixed income markets, and the continuing rally in the non-agency MBS market.

The MetWest Total Return Bond Fund maintains a 5-star overall rating from Morningstar in the intermediate bond category. The fund is rated 5-stars for the three-year, five-year and 10-year periods ending September 30, 2012. The total number of intermediate bond funds in the category over the three-, five-, and 10-year time periods were 1,019, 888 and 615 respectively.

Please dial in 10 minutes before the scheduled start time to register for the call.

Date: Wednesday, October 10, 2012
Time: 1:15 p.m. Pacific Time / 4:15 p.m. Eastern Time

Live Event:
Domestic: (888) 713-4199
International: (617) 213-4861
Confirmation #: 16292396

In addition to the audio-only version of the conference call, TCW offers a live webcast of the call. Please click on the link below to register for the webcast:

http://www.media-server.com/m/p/k9fkxxwx

About TCW
Founded in 1971, The TCW Group, Inc. develops and manages a broad range of innovative, value-added investment products that strive to enhance and protect clients' wealth. The firm has approximately $135 billion in assets under management, including $46 billion in mutual funds under the MetWest and TCW Fund families. TCW clients include many of the largest corporate and public pension plans, financial institutions, endowments and foundations in the U.S., as well as a substantial number of foreign investors and high net worth individuals. For more information, please refer to www.tcw.com.

About MetWest
Founded in 1996, Metropolitan West Asset Management LLC (MetWest) is a wholly-owned subsidiary of TCW. Since its founding MetWest has delivered strong fixed income returns for its clients through a value-driven investment philosophy and a client-centered culture. MetWest's strategies, all of which are team-managed, have garnered four nominations for Morningstar's Fixed Income Manager of the Year and received this distinguished honor in 2005. TCW announced the acquisition of MetWest in December 2009 and completed the transaction in February 2010.

Morningstar Ratings

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for a variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

©2011 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Legal Disclosures

Obtain a Prospectus
You should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The Fund's prospectus and summary prospectus contains this and other information about the Fund. You may download the prospectus from the Fund's website at tcw.com. Please read the prospectus carefully before you invest or send money.

A Word about Risk
Bond Funds have the same interest rate, high yield and credit risks associated with the underlying bonds in the portfolio, all of which could reduce the Fund's value. As interest rates rise, the value of the Fund can decline and an investor can lose principal.

The MetWest Funds are distributed by BNY Mellon Distributors Inc. which is not affiliated with TCW. The MetWest Funds are advised by Metropolitan West Asset Management, LLC, which is a wholly-owned subsidiary of The TCW Group, Inc. Securities offered through MWAM Distributors LLC, a FINRA registered limited purpose broker-dealer. 

Contact Information

  • Contact:
    Peter Viles
    Managing Director, Corporate Communications
    The TCW Group, Inc.
    (213) 244-0509
    peter.viles@tcw.com