M&A - TCW ETF Trust

Form Type: N-14

Filing Date: 2025-04-02

Corporate Action: Merger

Type: New

Accession Number: 000182912625002325

Filing Summary: TCW ETF Trust has filed a registration statement relating to the reorganization of the TCW MetWest Intermediate Bond Fund (the 'Target Fund') into the TCW Core Plus Bond ETF (the 'Acquiring Fund'), effective on or about June 16, 2025. This transaction is structured under an Agreement and Plan of Reorganization, whereby the Target Fund's assets will be acquired by the Acquiring Fund in exchange for shares of equal value to the net assets of the Target Fund. Shareholders of the Target Fund will receive pro rata distributions of shares from the Acquiring Fund, and the Target Fund will be fully liquidated post-reorganization. The plan has been unanimously approved by the boards of trustees of both the MetWest Trust and the ETF Trust, and no shareholder approval is required. The filing provides essential details about the transaction, including potential benefits, tax implications, and operational changes for shareholders. It also emphasizes that ETF shares will need to be held in brokerage accounts for trading after the merger, outlining specifics on the expected timing and conditions surrounding the reorganization.

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Form Type: 485APOS

Filing Date: 2025-03-28

Corporate Action: Merger

Type: New

Accession Number: 000182912625002145

Filing Summary: TCW ETF Trust filed a Post-Effective Amendment No. 28 to its Registration Statement on Form N-1A to include a prospectus for the TCW Core Plus Bond ETF, a new series of the Trust. This new ETF is established to acquire the assets and liabilities of the TCW MetWest Intermediate Bond Fund, which has been approved by the Board of Trustees of the Predecessor Mutual Fund. The reorganization allows the Predecessor Fund to be considered the accounting survivor, including the performance information pertinent to the new Fund. The Fund aims to maximize long-term total returns by investing primarily in fixed income securities, and is structured as an exchange-traded fund. Shares will be listed and traded on the NYSE, subject to regulatory approvals.

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