TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return4.014.990.544.183.44
    Category Average1.764.55-1.545.693.32
    Assets for Each Yr*17.9019.3417.3817.7617.00
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 3.44 3.75 5.11

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,003 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 13.03 1.05 Average
    International Stock 2.8 0.41 1.27 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.8 85.30 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-22-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services -0.71 0.36
    Alphabet Inc C* Technology 22.03 0.34
    General Electric Co* Industrials -10.06 0.32
    Cisco Systems Inc* Technology 6.35 0.32
    Citigroup Inc* Financial Services 3.28 0.32
    Facebook Inc A* Technology 28.85 0.30
    Microsoft Corp* Technology 11.41 0.30
    Chevron Corp* Energy -8.00 0.28
    Comcast Corp Class A* Communication Services 14.84 0.28
    Visa Inc Class A* Financial Services 20.02 0.27
    American Tower Corp* Communication Services 22.40 0.26
    Textron Inc* Industrials -3.62 0.25
    Salesforce.com Inc* Technology 29.92 0.25
    Celgene Corp* Healthcare -0.03 0.25
    Merck & Co Inc* Healthcare 9.58 0.23
    Amazon.com Inc* Consumer Cyclical 29.45 0.23
    Cypress Semiconductor Corp* Technology 15.82 0.23
    Coach Inc* Consumer Cyclical 31.57 0.22
    PepsiCo Inc* Consumer Defensive 10.34 0.21
    The Priceline Group Inc* Consumer Cyclical 24.72 0.21

    Worst 5-Year Relative Performance | More
    05-22-17

    Lowest Expenses | More
    05-22-17

    Highest Expenses | More
    05-22-17

    Longest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW | Gargoyle Hedge Joshua B. Parker 17.40
    TCW Focused Equities Thomas K. McKissick 16.20
    TCW Relative Value L Diane E. Jaffee 16.20
    TCW Relative Value D Diane E. Jaffee 15.50
    TCW Select Equities Craig C. Blum 13.40

    Shortest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW/Gargoyle Dynamic Thomas F Concannon 0.20
    TCW/Gargoyle Dynamic Thomas F Concannon 0.20
    TCW New America Prem Joseph R Shaposhnik 1.30
    TCW | Gargoyle Dynam Joshua B. Parker 1.50
    TCW | Gargoyle Syste Joshua B. Parker 1.50