TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return4.990.544.187.41-0.80
    Category Average4.55-1.545.677.40-0.80
    Assets for Each Yr*19.3417.3817.7516.9316.27
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.80 3.40 3.57

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,271 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 12.74 0.99 Average
    International Stock 3.4 0.76 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.9 84.00 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 30.61 0.32
    Visa Inc Class A* Financial Services 9.11 0.30
    Alphabet Inc C* Technology 2.54 0.30
    Adobe Systems Inc* Technology 28.53 0.28
    Facebook Inc A* Technology -5.77 0.27
    Cisco Systems Inc* Technology 16.74 0.26
    JPMorgan Chase & Co* Financial Services 5.28 0.26
    Citigroup Inc* Financial Services -5.50 0.24
    Salesforce.com Inc* Technology 20.14 0.24
    American Tower Corp* Communication Services -3.71 0.23
    Textron Inc* Industrials 15.94 0.23
    Cypress Semiconductor Corp* Technology 7.61 0.21
    ServiceNow Inc* Technology 29.53 0.21
    Chevron Corp* Energy -1.41 0.20
    Gilead Sciences Inc* Healthcare 3.67 0.19
    PayPal Holdings Inc* Financial Services 6.94 0.19
    Intercontinental Exchange Inc* Financial Services 5.74 0.17
    Tapestry Inc* Consumer Cyclical 20.66 0.17
    State Street Corporation* Financial Services 2.53 0.16
    Merck & Co Inc* Healthcare 5.40 0.16

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Focused Equities Thomas K. McKissick 17.10
    TCW Relative Value L Diane E. Jaffee 17.10
    TCW Relative Value D Diane E. Jaffee 16.40
    TCW Select Equities Craig C. Blum 14.30
    TCW Conservative All Michael P. Reilly 7.50

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 0.60
    TCW Long/Short Funda Marty Lane 0.60
    TCW/Gargoyle Dynamic Thomas F Concannon 1.10
    TCW/Gargoyle Dynamic Thomas F Concannon 1.10
    TCW | Gargoyle Dynam Joshua B. Parker 1.70