FIXD ETF Analysis: TCW Opportunistic Fixed | NASDAQ

US Bonds | NASDAQ, USA | Market Cap: 2.843m USD | 12M Return: -1.2% | US33740F8059 | Charts, Fundamentals & Technical Analysis

Fixed Income, Corporate Debt, High Yield, Foreign Debt
Total Rating 34
Safety 63
Buy Signal -0.36
US Bonds
Category Rotation: -2.5
TER: 0.62%
AUM: 2.84B
Avg Turnover: 24.2M
Risk 3d forecast
Volatility4.76%
VaR 5th Pctl0.88%
VaR vs Median2.89%
Reward TTM
Sharpe Ratio-1.10
Rel. Str. IBD32.4
Rel. Str. Peer Group6.3 pctl
Character TTM
Beta0.088
Beta Downside0.064
Hurst Exponent0.556
Choppyness61.7%
Drawdowns 3y
Max DD5.96%
CAGR/Max DD0.82
CAGR/Mean DD2.71

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 9.6 years of data

Jan +0.0% 0
Feb -1.0% 28
Mar -1.0% 9
Apr -0.4% 22
May +0.3% 33
Jun +0.3% 6
Jul +0.4% 21
Aug +0.0% 8
Sep -1.0% 33
Oct -0.6% 31
Nov +0.3% 45
Dec -0.3% 14

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: FIXD TCW Opportunistic Fixed

The First Trust TCW Opportunistic Fixed Income ETF (FIXD) is an actively managed intermediate core-plus bond ETF listed on NASDAQ. The fund invests at least 80% of its net assets in fixed income securities, providing broad exposure to the U.S. bond market. It may allocate up to 35% of its net assets to below-investment-grade corporate, non-U.S., and non-agency debt securities, or unrated securities deemed comparable in quality by the Sub-Advisor. This allocation flexibility allows the fund to pursue higher-yielding opportunities across global credit markets while maintaining a core fixed income foundation.

As an actively managed ETF in the intermediate core-plus bond category, FIXD offers investors a diversified fixed income strategy that blends investment-grade core holdings with selective exposure to higher-yielding sectors. The fund launched on February 14, 2017, and is managed in partnership with TCW as the Sub-Advisor, combining First Trusts ETF platform with TCWs fixed income expertise. With a market capitalization of approximately $3.05 billion, FIXD represents a mid-cap presence in the U.S. bond ETF space.

Headlines to Watch Out For
  • Fed rate cuts compress intermediate core-plus bond yields
  • High-yield allocation up to 35% increases credit risk sensitivity
  • TCW sub-advisor performance drives ETF asset growth and flows
What is the price of FIXD shares?

As of November 03, 2026, the stock is trading at USD 41.96 with a total of 610,260 shares traded. Over the past week, the price has changed by +0.35%, over one month by +2.08%, over three months by -1.08% and over the past year by -1.19%.

Current recommended Stop Loss: 41.30 (which is 1.6% or 1.4 ATR below the current price).

Is FIXD a buy, sell or hold?

TCW Opportunistic Fixed has no consensus analysts rating.