TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return5.010.594.197.37-2.36
    Category Average4.53-1.555.677.39-2.15
    Assets for Each Yr*19.2517.3117.6916.8715.05
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family -2.36 2.70 2.99

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,047 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 12.96 0.98 Average
    International Stock 3.5 0.89 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.8 83.80 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-10-18

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 21.70 0.37
    Salesforce.com Inc* Technology 34.28 0.29
    Facebook Inc A* Technology -19.61 0.27
    JPMorgan Chase & Co* Financial Services -2.90 0.27
    American Tower Corp* Communication Services 18.10 0.26
    Citigroup Inc* Financial Services -21.23 0.26
    Merck & Co Inc* Healthcare 40.15 0.24
    Chevron Corp* Energy -4.61 0.22
    The AES Corp* Utilities 50.42 0.20
    Corning Inc* Technology 1.53 0.18
    Tapestry Inc* Consumer Cyclical -15.92 0.17
    PepsiCo Inc* Consumer Defensive -0.12 0.15
    Ulta Beauty Inc* Consumer Cyclical 12.27 0.14
    Booking Holdings Inc* Consumer Cyclical 5.08 0.13
    Illumina Inc* Healthcare 47.86 0.13
    Johnson Controls International P* Industrials -13.07 0.12
    Splunk Inc* Technology 30.85 0.12
    MetLife Inc* Financial Services -18.37 0.11
    Maxim Integrated Products Inc* Technology 5.37 0.10
    Medtronic PLC* Healthcare 20.05 0.10

    Best 5-Year Relative Performance | More
    12-10-18

    Worst 5-Year Relative Performance | More
    12-10-18

    Lowest Expenses | More
    12-10-18

    Highest Expenses | More
    12-10-18

    Longest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 17.70
    TCW Relative Value D Diane E. Jaffee 17.10
    TCW Select Equities Craig C. Blum 14.90
    TCW Conservative All Michael P. Reilly 8.20
    TCW High Yield Bond Jamie S. Farnham 7.90

    Shortest Manager Tenure | More
    12-10-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 1.30
    TCW New America Prem Joseph R Shaposhnik 2.90
    TCW Developing Marke Andrey Glukhov 3.40
    TCW International Sm Andrey Glukhov 3.80
    TCW Global Real Esta Iman H. Brivanlou 4.00