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FLXRTCW Flexible Income ETF

Diversifier7y track recordRanked #7 of 281 in this goal

Seeks a high level of current income with a secondary objective of long-term capital appreciation.

By TCW · Launched 2018

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$3.6B

#559 of 6,040 · large

Return (1Y)

+2.1%

Track Record

7 years

#1,829 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,233+2.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 20.1% of funddiversified

TCW Central Cash Fund
3.7%
UMBS, TBA
3.1%
UMBS, TBA
2.8%
UMBS, TBA
2.2%
TCW Private Asset Income Fund
2.0%
Government National Mortgage Association
1.6%
UMBS, TBA
1.3%
Freddie Mac
1.3%
UMBS, TBA
1.1%
Freddie Mac
1.0%

Asset allocation

Bonds
91.3%
Cash
8.2%
Preferred
0.2%
Other
0.2%
Stocks
0.0%
Convertible
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.4%Low

Year-on-year price swings

Max drawdown
-1.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

5.4 years

Avg maturity

9.9 years

Credit ratings

US Government
20.6%
AA
34.6%
A
9.5%
BBB
29.3%
BB
19.8%
B
12.2%
Below B
1.8%

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Seeks a high level of current income with a secondary objective of long-term capital appreciation.
Strategy
Actively manages a flexible investment approach across a range of global fixed income securities, including both investment grade and high yield. Allocates investments to generate income while maintaining a diversified mix across sectors and credit quality.
Inception date
November 30, 2018
Fund family
TCW

Next steps

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Data updated on 2026-09-18