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

    Total ReturnCategory Average
    Total Return4.014.990.544.182.45
    Category Average1.764.55-1.545.692.37
    Assets for Each Yr*17.9019.3417.3817.7617.00
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 2.45 3.52 5.01

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,406 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 15.20 1.05 Average
    International Stock 2.8 0.36 1.27 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.5 83.24 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-28-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 1.96 0.35
    Alphabet Inc C* Technology 17.38 0.33
    Citigroup Inc* Financial Services 0.02 0.32
    Cisco Systems Inc* Technology 14.56 0.31
    General Electric Co* Industrials -7.50 0.31
    Microsoft Corp* Technology 10.80 0.30
    Facebook Inc A* Technology 30.60 0.29
    Chevron Corp* Energy -8.43 0.28
    Comcast Corp Class A* Communication Services 13.97 0.28
    Visa Inc Class A* Financial Services 17.13 0.27
    American Tower Corp* Communication Services 19.76 0.26
    Textron Inc* Industrials -3.87 0.24
    Salesforce.com Inc* Technology 25.80 0.24
    Celgene Corp* Healthcare 7.17 0.24
    Merck & Co Inc* Healthcare 6.68 0.23
    Amazon.com Inc* Consumer Cyclical 23.35 0.23
    Cypress Semiconductor Corp* Technology 23.43 0.22
    The Priceline Group Inc* Consumer Cyclical 25.97 0.21
    Coach Inc* Consumer Cyclical 13.44 0.21
    PepsiCo Inc* Consumer Defensive 8.99 0.21

    Best 5-Year Relative Performance | More
    04-28-17

    Worst 5-Year Relative Performance | More
    04-28-17

    Lowest Expenses | More
    04-28-17

    Highest Expenses | More
    04-28-17

    Longest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW | Gargoyle Hedge Joshua B. Parker 17.30
    TCW Focused Equities Thomas K. McKissick 16.20
    TCW Relative Value L Diane E. Jaffee 16.10
    TCW Relative Value D Diane E. Jaffee 15.40
    TCW Select Equities Craig C. Blum 13.30

    Shortest Manager Tenure | More
    04-28-17

    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 1.20
    TCW | Gargoyle Dynam Joshua B. Parker 1.40
    TCW | Gargoyle Syste Joshua B. Parker 1.40