(FIXD) TCW Opportunistic Fixed - NASDAQ

ETF Category: Intermediate Core-Plus Bond | Exchange: NASDAQ (USA) | Market Cap: 3.318m USD | Total Return: 5.4% in 12m

Government Bonds, Corporate Debt, Mortgage Securities, Junk Bonds
Total Rating 48
Safety 65
Buy Signal -0.65
Intermediate Core-Plus Bond
Category Rotation: -1.9
TER: 0.65%
AUM: 3.32B
Avg Turnover: 15.4M
Risk 3d forecast
Volatility4.90%
VaR 5th Pctl0.90%
VaR vs Median2.23%
Reward TTM
Sharpe Ratio0.29
Rel. Str. IBD29
Rel. Str. Peer Group43.3
Character TTM
Beta0.072
Beta Downside0.027
Hurst Exponent0.522
Drawdowns 3y
Max DD6.97%
CAGR/Max DD0.60
CAGR/Mean DD2.25

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: FIXD TCW Opportunistic Fixed

The First Trust TCW Opportunistic Fixed Income ETF (FIXD) is an actively managed exchange-traded fund focused on a diversified portfolio of debt instruments. The fund mandates that at least 80% of its net assets be allocated to fixed income securities, primarily targeting the intermediate core-plus bond category. This strategy allows the sub-advisor to navigate varying credit cycles by adjusting exposure between government, corporate, and mortgage-backed obligations.

The fund possesses the flexibility to invest up to 35% of its portfolio in junk bonds, which are securities rated below investment grade. These high-yield assets typically offer higher interest rates to compensate investors for increased default risk compared to sovereign or investment-grade corporate debt. By incorporating non-agency and international debt, the fund seeks to enhance returns through credit spreads that exceed those of standard benchmark indices.

Investors can examine detailed valuation metrics and peer comparisons for this ETF on ValueRay to further their due diligence. This opportunistic model relies on the active selection of undervalued securities rather than tracking a fixed passive index.

Headlines to Watch Out For
  • Federal Reserve interest rate decisions impact underlying bond valuation and fund performance
  • Credit spread volatility affects high-yield and non-agency debt portfolio components
  • Active duration management determines sensitivity to shifts in the Treasury yield curve
  • Global macroeconomic conditions influence non-U.S. debt and corporate credit default risk
  • Institutional investor demand for fixed income diversification drives net asset value fluctuations
What is the price of FIXD shares?

As of June 20, 2026, the stock is trading at USD 43.73 with a total of 301,100 shares traded.
Over the past week, the price has changed by +0.18%, over one month by +1.99%, over three months by +0.58% and over the past year by +5.43%.

Is FIXD a buy, sell or hold?

TCW Opportunistic Fixed has no consensus analysts rating.