TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return4.014.990.544.186.68
    Category Average1.764.55-1.545.686.77
    Assets for Each Yr*17.8919.3417.3817.7616.94
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.68 3.43 4.31

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,943 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 12.96 1.05 Average
    International Stock 3.3 0.61 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.9 84.37 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-08-17

      Sector YTD Return % % Net Assets  
    Alphabet Inc C* Technology 34.36 0.30
    Facebook Inc A* Technology 55.58 0.30
    Visa Inc Class A* Financial Services 45.21 0.27
    American Tower Corp* Communication Services 36.63 0.26
    Citigroup Inc* Financial Services 29.01 0.26
    JPMorgan Chase & Co* Financial Services 25.12 0.25
    Salesforce.com Inc* Technology 51.10 0.24
    Celgene Corp* Healthcare -8.35 0.23
    Amazon.com Inc* Consumer Cyclical 54.96 0.22
    Microsoft Corp* Technology 37.99 0.22
    Adobe Systems Inc* Technology 68.60 0.21
    Cisco Systems Inc* Technology 28.19 0.21
    Merck & Co Inc* Healthcare -3.21 0.21
    Comcast Corp Class A* Communication Services 11.29 0.21
    Gilead Sciences Inc* Healthcare 5.82 0.19
    Textron Inc* Industrials 13.06 0.19
    Chevron Corp* Energy 5.56 0.19
    General Electric Co* Industrials -41.30 0.19
    Cypress Semiconductor Corp* Technology 36.80 0.17
    Equinix Inc* RealEstate 28.81 0.17

    Best 5-Year Relative Performance | More
    12-08-17

    Worst 5-Year Relative Performance | More
    12-08-17

    Lowest Expenses | More
    12-08-17

    Highest Expenses | More
    12-08-17

    Longest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Focused Equities Thomas K. McKissick 16.80
    TCW Relative Value L Diane E. Jaffee 16.70
    TCW Relative Value D Diane E. Jaffee 16.10
    TCW Select Equities Craig C. Blum 13.90
    TCW Conservative All Michael P. Reilly 7.20

    Shortest Manager Tenure | More
    12-08-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 0.30
    TCW/Gargoyle Dynamic Thomas F Concannon 0.80
    TCW/Gargoyle Dynamic Thomas F Concannon 0.80
    TCW New America Prem Joseph R Shaposhnik 1.90
    TCW | Gargoyle Dynam Joshua B. Parker 2.00