TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return0.594.197.37-2.113.63
    Category Average-1.555.677.39-2.193.22
    Assets for Each Yr*17.3117.6916.8714.8315.08
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 3.63 4.60 3.79

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,078 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 11.28 0.95 Average
    International Stock 3.5 0.87 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.7 85.38 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Cisco Systems Inc* Technology 15.35 0.19
    JPMorgan Chase & Co* Financial Services 8.56 0.19
    Citigroup Inc* Financial Services 24.53 0.17
    Textron Inc* Industrials 18.72 0.17
    Comcast Corp Class A* Communication Services 10.28 0.15
    Equinix Inc* RealEstate 22.13 0.13
    TransUnion* Industrials 10.55 0.13
    Zoetis Inc Class A* Healthcare 11.15 0.13
    DowDuPont Inc* Basic Materials 2.08 0.11
    Illumina Inc* Healthcare 0.78 0.11
    PepsiCo Inc* Consumer Defensive 4.93 0.11
    Baker Hughes, a GE Co Class A* Energy 22.19 0.10
    MetLife Inc* Financial Services 9.99 0.10
    NVIDIA Corp* Technology 17.33 0.10
    AT&T Inc* Communication Services 9.11 0.09
    Freeport-McMoRan Inc* Basic Materials 27.45 0.09
    Medtronic PLC* Healthcare 1.51 0.09
    United Parcel Service Inc Class * Industrials 13.58 0.09
    Centene Corp* Healthcare 11.73 0.08
    West Pharmaceutical Services Inc* Healthcare 4.72 0.08

    Worst 5-Year Relative Performance | More
    02-19-19

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 17.90
    TCW Relative Value D Diane E. Jaffee 17.30
    TCW Select Equities Craig C. Blum 15.10
    TCW Conservative All Michael P. Reilly 8.40
    TCW Relative Value M Diane E. Jaffee 7.60

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 1.50
    TCW High Yield Bond Laird R. Landmann 2.10
    TCW New America Prem Joseph R Shaposhnik 3.10
    TCW Developing Marke Andrey Glukhov 3.60
    TCW International Sm Andrey Glukhov 4.00