FIXD ETF Analysis: TCW Opportunistic Fixed | NASDAQ

Intermediate Core-Plus Bond | NASDAQ, USA | Market Cap: 3.052m USD | 12M Return: -1.1% | US33740F8059 | Charts, Fundamentals & Technical Analysis

Corporate Bonds, Government Bonds, High-Yield Bonds, Foreign Bonds
Total Rating 31
Safety 55
Buy Signal -0.05
Intermediate Core-Plus Bond
Category Rotation: +6.3
TER: 0.65%
AUM: 3.05B
Avg Turnover: 14.8M
Risk 3d forecast
Volatility5.43%
VaR 5th Pctl1.01%
VaR vs Median2.92%
Reward TTM
Sharpe Ratio-1.22
Rel. Str. IBD28.1
Rel. Str. Peer Group13.2
Character TTM
Beta0.087
Beta Downside0.083
Hurst Exponent0.469
Drawdowns 3y
Max DD5.96%
CAGR/Max DD0.75
CAGR/Mean DD2.65

Warnings

Below Sma 200d

Tailwinds

Shakeout

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 -0.8% 30
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 intermediate core-plus bond ETF that primarily invests in fixed income securities, allocating at least 80% of its net assets to this asset class. The fund maintains a flexible mandate, permitting up to 35% of its net assets in corporate, non-U.S., and non-agency debt securities rated below investment grade, providing exposure to higher-yielding segments of the bond market.

As an actively managed fixed income ETF, FIXD offers investors a core-plus strategy that combines traditional investment-grade bonds with selective allocations to higher-risk debt instruments. The fund launched in February 2017 and is sub-advised by TCW, allowing portfolio managers to opportunistically adjust credit quality and sector positioning based on market conditions.

Headlines to Watch Out For
  • Fed rate cuts lift intermediate bond prices and yields
  • High yield credit spreads tighten boosting opportunistic returns
  • Fund inflows expand AUM lowering fee drag for investors
What is the price of FIXD shares?

As of September 27, 2026, the stock is trading at USD 41.65 with a total of 379,705 shares traded. Over the past week, the price has changed by -1.07%, over one month by -2.86%, over three months by -3.57% and over the past year by -1.07%.

Current recommended Stop Loss: 41.20 (which is 1.1% or 1.7 ATR below the current price).

Is FIXD a buy, sell or hold?

TCW Opportunistic Fixed has no consensus analysts rating.