TCW Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return0.594.197.37-2.116.95
    Category Average-1.616.047.68-2.236.16
    Assets for Each Yr*17.3117.6916.8714.8315.04
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 6.95 4.50 3.57

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,035 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 10.38 0.95 Average
    International Stock 3.3 0.80 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.3 43.98 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    American Tower Corp* Communication Services 36.68 0.31
    PayPal Holdings Inc* Financial Services 37.92 0.24
    The Home Depot Inc* Consumer Cyclical 22.34 0.17
    Equinix Inc* RealEstate 44.13 0.16
    Ulta Beauty Inc* Consumer Cyclical 41.81 0.16
    Textron Inc* Industrials 10.92 0.12
    Comcast Corp Class A* Communication Services 27.64 0.11
    Baker Hughes, a GE Co Class A* Energy 9.07 0.08
    General Electric Co* Industrials 39.89 0.06
    International Business Machines * Technology 22.79 0.06
    nVent Electric PLC* Technology 8.99 0.06
    Sempra Energy* Utilities 27.75 0.03
    Cousins Properties Inc* RealEstate 23.48 0.02
    Roper Technologies Inc* Industrials 37.58 0.02
    IDEX Corp* Industrials 29.75 0.02
    Allergan PLC* Healthcare -8.63 0.02
    Broadcom Inc* Technology 10.39 0.02
    Arcosa Inc* Industrials 31.13 0.01
    Genesee & Wyoming Inc Class A* Industrials 29.28 0.01
    Umpqua Holdings Corp* Financial Services 5.35 0.01

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 18.30
    TCW Relative Value D Diane E. Jaffee 17.60
    TCW Select Equities Craig C. Blum 15.50
    TCW Conservative All Michael P. Reilly 10.50
    TCW Relative Value M Diane E. Jaffee 8.00

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 1.80
    TCW High Yield Bond Laird R. Landmann 2.40
    TCW New America Prem Joseph R Shaposhnik 3.40
    TCW Developing Marke Andrey Glukhov 4.00
    TCW International Sm Andrey Glukhov 4.30