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Tcw Metwest Alphatrak 500 Fund (0P00002WDG)

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Metropolitan West AlphaTrak 500 Fund historical data, for real-time data please try another search
11.790 0.000    0%
29/10 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 21.44M
Metropolitan West AlphaTrak 500 Fund 11.790 0.000 0%

0P00002WDG Overview

 
On this page you'll find an in-depth profile of Tcw Metwest Alphatrak 500 Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00002WDG among other information.
Category

Large Blend

Total Assets

21.44M

Expenses

0.45%

Inception Date

Jun 29, 1998

Contact Information

Address 865 South Figueroa Street,Suite 1800
Los Angeles,CA 90017
United States
Phone +1 213 2440000

Top Executives

Name Title Since Until
Jamie Patton - 2023 2024
Biography Ms. Patton is a Specialist Portfolio Manager in the Fixed Income group and is Co-Head of Global Rates. She is responsible for the portfolio management of U.S. Treasuries, global sovereign bonds, TIPS, agencies, money market instruments, commodity strategies, and derivatives. In conjunction with the generalist portfolio managers, she implements decisions on duration and yield curve across our products. Ms. Patton joined TCW in 2022 from Wells Fargo where she ran the enterprise’s Derivative Trading and Hedging Strategy team. Prior to joining Wells Fargo in 2017, Ms. Patton spent 13 years on the sell side at Lehman/Barclays where she focused on interest rate and foreign exchange products. She sits on the board of the Police Activities League, a non-profit organization with the goal of empowering and enabling economically disadvantaged students to capitalize on opportunities for advancement. Ms. Patton holds a BS in Computer Science from Princeton University and is a licensed private pilot.
Bryan T. Whalen Managing Director 2021 2024
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.
Ruben Hovhannisyan Portfolio Manager 2021 2024
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.
Bret R. Barker Managing Director 2021 2024
Biography Mr. Barker is a Specialist Portfolio Manager – Treasuries in the Fixed Income Group and is the Head of Global Rates. He is responsible for the portfolio management of Treasuries, TIPS, agencies, money market instruments, commodity strategies, and derivatives. In conjunction with the Generalist Portfolio Managers, he implements decisions on duration and yield curve positioning across all MetWest and several TCW products. Prior to joining MetWest in 1997, he worked at Coast Asset Management in their futures and options department. Mr. Barker earned a BBA in Business with a minor in classical studies from Loyola Marymount University.
Stephen M. Kane Managing Director 1998 2024
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.
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