FIXD ETF Analysis: TCW Opportunistic Fixed | NASDAQ

Intermediate Core-Plus Bond | NASDAQ, USA | Market Cap: 3.237m USD | 12M Return: 4% | Charts, Fundamentals & Technical Analysis

Corporate Bonds, Government Bonds, High-Yield Bonds, Foreign Bonds
Total Rating 47
Safety 70
Buy Signal -1.07
Intermediate Core-Plus Bond
Category Rotation: -2.9
TER: 0.65%
AUM: 3.24B
Avg Turnover: 12.9M
Risk 3d forecast
Volatility4.62%
VaR 5th Pctl0.85%
VaR vs Median1.96%
Reward TTM
Sharpe Ratio-0.10
Rel. Str. IBD29.3
Rel. Str. Peer Group43.3
Character TTM
Beta0.063
Beta Downside0.023
Hurst Exponent0.518
Drawdowns 3y
Max DD6.29%
CAGR/Max DD0.63
CAGR/Mean DD2.17

Warnings

Fakeout
Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 9.4 years of data

Jan +0.0% 0
Feb -1.0% 29
Mar -1.0% 9
Apr -0.4% 22
May +0.3% 33
Jun +0.3% 6
Jul +0.6% 32
Aug +0.3% 0
Sep -0.8% 30
Oct -0.6% 31
Nov +0.3% 46
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 July 28, 2026, the stock is trading at USD 42.95 with a total of 263,669 shares traded. Over the past week, the price has changed by -0.33%, over one month by -1.59%, over three months by -0.66% and over the past year by +3.95%.

Current recommended Stop Loss: 42.60 (which is 0.8% or 1.5 ATR below the current price).

Is FIXD a buy, sell or hold?

TCW Opportunistic Fixed has no consensus analysts rating.