TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.594.197.37-2.1111.62
    Category Average-1.616.047.68-2.239.95
    Assets for Each Yr*17.3117.6916.8714.8314.94
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.62 4.77 4.06

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,939 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.4 10.56 0.95 Average
    International Stock 3.5 0.77 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.5 47.31 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 18.50
    TCW Relative Value D Diane E. Jaffee 17.80
    TCW Select Equities Craig C. Blum 15.70
    TCW Conservative All Michael P. Reilly 10.70
    TCW Relative Value M Diane E. Jaffee 8.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 2.00
    TCW High Yield Bond Laird R. Landmann 2.70
    TCW New America Prem Joseph R Shaposhnik 3.60
    TCW Developing Marke Andrey Glukhov 4.20
    TCW International Sm Andrey Glukhov 4.60