M&A - TCW Metropolitan West Funds

Form Type: 497

Filing Date: 2025-03-28

Corporate Action: Merger

Type: New

Accession Number: 000182912625002146

Filing Summary: On March 27, 2025, the Board of Trustees of TCW Metropolitan West Funds approved a form of Agreement and Plan of Reorganization to merge the TCW MetWest Intermediate Bond Fund into a newly-created exchange-traded fund (ETF) named TCW Core Plus Bond ETF. This reorganization is in the best interest of the Fund and its shareholders, and it will be executed without requiring shareholder approval, in accordance with the Investment Company Act of 1940. The reorganization is anticipated to occur in June 2025 and will be tax-free for U.S. federal income tax purposes. Additional details will be provided to shareholders through a combined information statement/prospectus before the reorganization date, which will be filed with the SEC in a registration statement on Form N-14. Investors are encouraged to review the materials upon their availability as they will offer important information concerning the Reorganization.

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