TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return0.594.197.37-2.114.50
    Category Average-1.555.677.39-2.193.94
    Assets for Each Yr*17.3117.6916.8714.8315.20
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 4.50 4.76 3.52

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,199 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 11.46 0.95 Average
    International Stock 3.5 0.85 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.7 85.23 0.75 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology 18.92 0.32
    Salesforce.com Inc* Technology 21.89 0.30
    Adobe Inc* Technology 16.77 0.30
    American Tower Corp* Communication Services 23.09 0.27
    JPMorgan Chase & Co* Financial Services 6.20 0.19
    Citigroup Inc* Financial Services 23.63 0.17
    Chevron Corp* Energy 16.78 0.17
    Comcast Corp Class A* Communication Services 17.62 0.15
    Cypress Semiconductor Corp* Technology 22.01 0.14
    Ulta Beauty Inc* Consumer Cyclical 36.88 0.13
    Monster Beverage Corp* Consumer Defensive 10.12 0.13
    State Street Corporation* Financial Services 7.94 0.11
    Johnson Controls International P* Industrials 25.53 0.11
    PepsiCo Inc* Consumer Defensive 8.95 0.11
    S&P Global Inc* Financial Services 23.77 0.10
    United Parcel Service Inc Class * Industrials 13.57 0.09
    Jones Lang LaSalle Inc* RealEstate 21.83 0.08
    International Business Machines * Technology 25.81 0.07
    General Electric Co* Industrials 37.91 0.06
    First Data Corp Class A* Industrials 50.98 0.06

    Best 5-Year Relative Performance | More
    03-21-19

    Worst 5-Year Relative Performance | More
    03-21-19

    Lowest Expenses | More
    03-21-19

    Highest Expenses | More
    03-21-19

    Longest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 18.00
    TCW Relative Value D Diane E. Jaffee 17.30
    TCW Select Equities Craig C. Blum 15.20
    TCW Conservative All Michael P. Reilly 8.40
    TCW Relative Value M Diane E. Jaffee 7.70

    Shortest Manager Tenure | More
    03-21-19

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 1.60
    TCW High Yield Bond Laird R. Landmann 2.20
    TCW New America Prem Joseph R Shaposhnik 3.10
    TCW Developing Marke Andrey Glukhov 3.70
    TCW International Sm Andrey Glukhov 4.10