TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return0.594.197.37-2.11--
    Category Average-1.555.677.39-2.190.56
    Assets for Each Yr*17.3117.6916.8714.8314.83
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.11 3.07 2.95

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,832 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 11.30 0.95 Average
    International Stock 3.5 0.84 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.9 85.52 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 0.33
    Alphabet Inc Class C* Technology 6.05 0.31
    Adobe Inc* Technology 9.40 0.28
    Salesforce.com Inc* Technology 11.35 0.28
    American Tower Corp* Communication Services 4.10 0.26
    JPMorgan Chase & Co* Financial Services 7.96 0.23
    Cisco Systems Inc* Technology 4.68 0.23
    Facebook Inc A* Technology 14.46 0.22
    Merck & Co Inc* Healthcare -0.71 0.21
    Intercontinental Exchange Inc* Financial Services 0.40 0.21
    PayPal Holdings Inc* Financial Services 8.36 0.20
    Citigroup Inc* Financial Services 21.24 0.18
    The AES Corp* Utilities 7.54 0.18
    Gilead Sciences Inc* Healthcare 10.60 0.17
    Comcast Corp Class A* Communication Services 6.34 0.17
    Corning Inc* Technology 1.39 0.16
    Procter & Gamble Co* Consumer Defensive 0.24 0.16
    Cypress Semiconductor Corp* Technology 4.48 0.16
    Mastercard Inc A* Financial Services 7.25 0.16
    The Home Depot Inc* Consumer Cyclical 4.52 0.15

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 17.80
    TCW Relative Value D Diane E. Jaffee 17.20
    TCW Select Equities Craig C. Blum 15.00
    TCW Conservative All Michael P. Reilly 8.30
    TCW Relative Value M Diane E. Jaffee 7.60

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 1.40
    TCW High Yield Bond Laird R. Landmann 2.00
    TCW New America Prem Joseph R Shaposhnik 3.00
    TCW Developing Marke Andrey Glukhov 3.60
    TCW International Sm Andrey Glukhov 3.90