TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return0.594.197.37-2.116.68
    Category Average-1.616.047.68-2.236.06
    Assets for Each Yr*17.3117.6916.8714.8315.17
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 6.68 4.55 3.91

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,169 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 11.24 0.95 Average
    International Stock 3.4 0.84 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.4 44.56 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-17-19

      Sector YTD Return % % Net Assets  
    Ulta Beauty Inc* Consumer Cyclical 39.87 0.16
    Cisco Systems Inc* Technology 31.62 0.16
    Zoetis Inc Class A* Healthcare 19.59 0.15
    Cypress Semiconductor Corp* Technology 23.11 0.15
    Costco Wholesale Corp* Consumer Defensive 22.51 0.14
    Citigroup Inc* Financial Services 26.72 0.13
    NVIDIA Corp* Technology 17.37 0.13
    Textron Inc* Industrials 6.81 0.13
    Xylem Inc* Industrials 13.10 0.13
    Gilead Sciences Inc* Healthcare 7.10 0.12
    Booking Holdings Inc* Consumer Cyclical 3.77 0.11
    PepsiCo Inc* Consumer Defensive 18.97 0.10
    MetLife Inc* Financial Services 17.36 0.09
    Baker Hughes, a GE Co Class A* Energy 7.40 0.09
    Tapestry Inc* Consumer Cyclical -7.80 0.08
    State Street Corporation* Financial Services -3.50 0.08
    United Parcel Service Inc Class * Industrials 3.89 0.08
    DowDuPont Inc* Basic Materials -7.59 0.08
    nVent Electric PLC* Technology 13.36 0.06
    Jones Lang LaSalle Inc* RealEstate 5.70 0.06

    Best 5-Year Relative Performance | More
    05-17-19

    Worst 5-Year Relative Performance | More
    05-17-19

    Lowest Expenses | More
    05-17-19

    Highest Expenses | More
    05-17-19

    Longest Manager Tenure | More
    05-17-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 18.20
    TCW Relative Value D Diane E. Jaffee 17.50
    TCW Select Equities Craig C. Blum 15.40
    TCW Conservative All Michael P. Reilly 8.60
    TCW Relative Value M Diane E. Jaffee 7.90

    Shortest Manager Tenure | More
    05-17-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 1.70
    TCW High Yield Bond Laird R. Landmann 2.30
    TCW New America Prem Joseph R Shaposhnik 3.30
    TCW Developing Marke Andrey Glukhov 3.90
    TCW International Sm Andrey Glukhov 4.20