TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return4.014.990.544.182.45
    Category Average1.764.55-1.545.692.37
    Assets for Each Yr*17.9019.3417.3817.7617.41
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 2.45 3.52 5.01

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,406 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 15.20 1.05 Average
    International Stock 2.8 0.36 1.27 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.5 83.24 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-21-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -0.92 0.35
    Alphabet Inc C* Technology 9.25 0.33
    Citigroup Inc* Financial Services -2.61 0.32
    Cisco Systems Inc* Technology 10.42 0.31
    General Electric Co* Industrials -5.73 0.31
    Microsoft Corp* Technology 7.48 0.30
    Facebook Inc A* Technology 24.88 0.29
    Chevron Corp* Energy -9.97 0.28
    Comcast Corp Class A* Communication Services 10.98 0.28
    Visa Inc Class A* Financial Services 17.04 0.27
    American Tower Corp* Communication Services 18.33 0.26
    Textron Inc* Industrials -3.87 0.24
    Salesforce.com Inc* Technology 22.39 0.24
    Celgene Corp* Healthcare 5.62 0.24
    Merck & Co Inc* Healthcare 5.93 0.23
    Amazon.com Inc* Consumer Cyclical 19.82 0.23
    Cypress Semiconductor Corp* Technology 23.25 0.22
    The Priceline Group Inc* Consumer Cyclical 19.50 0.21
    Coach Inc* Consumer Cyclical 12.64 0.21
    PepsiCo Inc* Consumer Defensive 9.13 0.21

    Best 5-Year Relative Performance | More
    04-21-17

    Worst 5-Year Relative Performance | More
    04-21-17

    Lowest Expenses | More
    04-21-17

    Highest Expenses | More
    04-21-17

    Longest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW | Gargoyle Hedge Joshua B. Parker 17.30
    TCW Focused Equities Thomas K. McKissick 16.10
    TCW Relative Value L Diane E. Jaffee 16.10
    TCW Relative Value D Diane E. Jaffee 15.40
    TCW Select Equities Craig C. Blum 13.30

    Shortest Manager Tenure | More
    04-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW/Gargoyle Dynamic Thomas F Concannon 0.10
    TCW/Gargoyle Dynamic Thomas F Concannon 0.10
    TCW New America Prem Joseph R Shaposhnik 1.20
    TCW | Gargoyle Dynam Joshua B. Parker 1.40
    TCW | Gargoyle Syste Joshua B. Parker 1.40