TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return4.014.990.544.182.16
    Category Average1.764.55-1.545.692.22
    Assets for Each Yr*17.9019.3417.3817.7617.71
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 2.16 3.38 5.18

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,710 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 15.26 1.05 Average
    International Stock 2.7 0.33 1.27 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.3 83.26 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-17

      Sector YTD Return % % Net Assets  
    Alphabet Inc C* Technology 7.60 0.49
    Facebook Inc A* Technology 20.39 0.38
    Visa Inc Class A* Financial Services 13.08 0.37
    JPMorgan Chase & Co* Financial Services 1.83 0.37
    Celgene Corp* Healthcare 6.97 0.35
    American Tower Corp* Communication Services 10.47 0.35
    General Electric Co* Industrials -6.23 0.33
    Salesforce.com Inc* Technology 19.12 0.33
    Chevron Corp* Energy -7.29 0.32
    Amazon.com Inc* Consumer Cyclical 12.45 0.31
    Starbucks Corp* Consumer Cyclical 0.49 0.30
    Citigroup Inc* Financial Services -2.07 0.30
    Cisco Systems Inc* Technology 12.97 0.29
    The Priceline Group Inc* Consumer Cyclical 19.17 0.29
    Microsoft Corp* Technology 3.96 0.29
    Comcast Corp Class A* Communication Services 7.37 0.27
    Adobe Systems Inc* Technology 21.49 0.25
    Textron Inc* Industrials -3.62 0.25
    Equinix Inc* RealEstate 7.83 0.24
    Allergan PLC* Healthcare 12.02 0.23

    Best 5-Year Relative Performance | More
    03-21-17

    Worst 5-Year Relative Performance | More
    03-21-17

    Lowest Expenses | More
    03-21-17

    Highest Expenses | More
    03-21-17

    Longest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW | Gargoyle Hedge Joshua B. Parker 17.20
    TCW Focused Equities Thomas K. McKissick 16.10
    TCW Relative Value L Diane E. Jaffee 16.00
    TCW Relative Value D Diane E. Jaffee 15.30
    TCW Select Equities Craig C. Blum 13.20

    Shortest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW New America Prem Joseph R Shaposhnik 1.10
    TCW | Gargoyle Dynam Joshua B. Parker 1.30
    TCW | Gargoyle Syste Joshua B. Parker 1.30
    TCW High Dividend Eq Iman H. Brivanlou 1.30
    TCW Developing Marke Andrey Glukhov 1.70