TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return4.990.544.187.410.29
    Category Average4.55-1.545.677.400.57
    Assets for Each Yr*19.3417.3817.7516.9316.93
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.29 4.14 3.94

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,932 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 13.28 0.99 Average
    International Stock 2.7 0.73 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.9 83.58 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-21-18

      Sector YTD Return % % Net Assets  
    Alphabet Inc C* Technology 6.21 0.33
    Amazon.com Inc* Consumer Cyclical 26.80 0.31
    Facebook Inc A* Technology 0.82 0.30
    Visa Inc Class A* Financial Services 5.81 0.30
    Citigroup Inc* Financial Services 3.91 0.28
    Salesforce.com Inc* Technology 11.98 0.27
    JPMorgan Chase & Co* Financial Services 8.24 0.27
    Cisco Systems Inc* Technology 13.84 0.26
    Adobe Systems Inc* Technology 15.32 0.25
    American Tower Corp* Communication Services -3.67 0.24
    Chevron Corp* Energy -11.99 0.21
    Cypress Semiconductor Corp* Technology 10.56 0.21
    PayPal Holdings Inc* Financial Services 3.93 0.21
    Gilead Sciences Inc* Healthcare 12.63 0.20
    ServiceNow Inc* Technology 20.85 0.20
    Microsoft Corp* Technology 7.45 0.19
    Merck & Co Inc* Healthcare -3.06 0.18
    Comcast Corp Class A* Communication Services -2.20 0.17
    Intercontinental Exchange Inc* Financial Services 3.26 0.17
    Corning Inc* Technology -8.53 0.16

    Best 5-Year Relative Performance | More
    02-21-18

    Worst 5-Year Relative Performance | More
    02-21-18

    Lowest Expenses | More
    02-21-18

    Highest Expenses | More
    02-21-18

    Longest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Focused Equities Thomas K. McKissick 17.00
    TCW Relative Value L Diane E. Jaffee 16.90
    TCW Relative Value D Diane E. Jaffee 16.30
    TCW Select Equities Craig C. Blum 14.10
    TCW Conservative All Michael P. Reilly 7.40

    Shortest Manager Tenure | More
    02-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 0.50
    TCW/Gargoyle Dynamic Thomas F Concannon 1.00
    TCW/Gargoyle Dynamic Thomas F Concannon 1.00
    TCW New America Prem Joseph R Shaposhnik 2.10
    TCW | Gargoyle Dynam Joshua B. Parker 2.20