TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return4.014.990.544.186.21
    Category Average1.764.55-1.545.686.11
    Assets for Each Yr*17.8919.3417.3817.7616.89
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.21 3.85 4.56

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,889 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 12.75 1.05 Average
    International Stock 2.9 0.55 1.31 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.9 85.08 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Alphabet Inc C* Technology 28.04 0.30
    Facebook Inc A* Technology 52.09 0.30
    Visa Inc Class A* Financial Services 38.48 0.27
    American Tower Corp* Communication Services 33.41 0.26
    Citigroup Inc* Financial Services 24.80 0.26
    JPMorgan Chase & Co* Financial Services 17.68 0.25
    Salesforce.com Inc* Technology 44.46 0.24
    Celgene Corp* Healthcare 4.82 0.23
    Amazon.com Inc* Consumer Cyclical 31.08 0.22
    Microsoft Corp* Technology 28.71 0.22
    Adobe Systems Inc* Technology 70.61 0.21
    Cisco Systems Inc* Technology 17.07 0.21
    Merck & Co Inc* Healthcare 10.91 0.21
    Comcast Corp Class A* Communication Services 9.17 0.21
    Gilead Sciences Inc* Healthcare 15.58 0.19
    Textron Inc* Industrials 10.79 0.19
    Chevron Corp* Energy 3.55 0.19
    General Electric Co* Industrials -22.31 0.19
    Cypress Semiconductor Corp* Technology 40.12 0.17
    Equinix Inc* RealEstate 32.83 0.17

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Lowest Expenses | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Focused Equities Thomas K. McKissick 16.60
    TCW Relative Value L Diane E. Jaffee 16.60
    TCW Relative Value D Diane E. Jaffee 15.90
    TCW Select Equities Craig C. Blum 13.80
    TCW Conservative All Michael P. Reilly 7.00

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 0.10
    TCW/Gargoyle Dynamic Thomas F Concannon 0.60
    TCW/Gargoyle Dynamic Thomas F Concannon 0.60
    TCW New America Prem Joseph R Shaposhnik 1.70
    TCW | Gargoyle Dynam Joshua B. Parker 1.90