TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return0.594.197.37-2.1110.19
    Category Average-1.616.047.68-2.239.02
    Assets for Each Yr*17.3117.6916.8714.8314.71
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 10.19 5.01 3.96

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,706 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 11.29 0.95 Average
    International Stock 3.3 0.85 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.5 46.56 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 37.05 0.41
    Amazon.com Inc* Consumer Cyclical 33.89 0.37
    Cypress Semiconductor Corp* Technology 78.54 0.15
    Ulta Beauty Inc* Consumer Cyclical 45.56 0.15
    Align Technology Inc* Healthcare 35.56 0.14
    Cisco Systems Inc* Technology 36.12 0.13
    Intercontinental Exchange Inc* Financial Services 22.26 0.13
    Splunk Inc* Technology 30.49 0.13
    The AES Corp* Utilities 20.01 0.12
    Gilead Sciences Inc* Healthcare 7.95 0.11
    S&P Global Inc* Financial Services 42.64 0.11
    Xylem Inc* Industrials 24.37 0.11
    Lennar Corp* Consumer Cyclical 22.40 0.10
    MetLife Inc* Financial Services 26.11 0.10
    AT&T Inc* Communication Services 23.27 0.09
    Corning Inc* Technology 10.59 0.09
    NVIDIA Corp* Technology 25.79 0.09
    PepsiCo Inc* Consumer Defensive 22.34 0.09
    Alexion Pharmaceuticals Inc* Healthcare 24.10 0.08
    Maxim Integrated Products Inc* Technology 23.82 0.08

    Best 5-Year Relative Performance | More
    07-12-19

    Worst 5-Year Relative Performance | More
    07-12-19

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 18.30
    TCW Relative Value D Diane E. Jaffee 17.70
    TCW Select Equities Craig C. Blum 15.50
    TCW Conservative All Michael P. Reilly 10.50
    TCW Relative Value M Diane E. Jaffee 8.00

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 1.90
    TCW High Yield Bond Laird R. Landmann 2.50
    TCW New America Prem Joseph R Shaposhnik 3.50
    TCW Developing Marke Andrey Glukhov 4.00
    TCW International Sm Andrey Glukhov 4.40