TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return4.014.990.544.182.16
    Category Average1.764.55-1.545.692.22
    Assets for Each Yr*17.9019.3417.3817.7617.71
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 2.16 3.38 5.18

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,710 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 15.26 1.05 Average
    International Stock 2.7 0.33 1.27 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.3 83.26 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 1.66 0.37
    Alphabet Inc C* Technology 6.18 0.33
    Cisco Systems Inc* Technology 13.34 0.32
    General Electric Co* Industrials -6.08 0.31
    Citigroup Inc* Financial Services -1.58 0.30
    Chevron Corp* Energy -8.79 0.29
    Microsoft Corp* Technology 5.39 0.29
    Facebook Inc A* Technology 21.96 0.28
    Comcast Corp Class A* Communication Services 7.49 0.28
    Visa Inc Class A* Financial Services 14.22 0.27
    American Tower Corp* Communication Services 13.56 0.24
    Textron Inc* Industrials -4.49 0.24
    Salesforce.com Inc* Technology 19.21 0.24
    Celgene Corp* Healthcare 7.87 0.24
    Merck & Co Inc* Healthcare 8.14 0.24
    Amazon.com Inc* Consumer Cyclical 12.93 0.22
    Cypress Semiconductor Corp* Technology 29.72 0.21
    PepsiCo Inc* Consumer Defensive 7.60 0.21
    Baker Hughes Inc* Energy -10.36 0.20
    Corning Inc* Technology 13.58 0.20

    Best 5-Year Relative Performance | More
    03-27-17

    Worst 5-Year Relative Performance | More
    03-27-17

    Lowest Expenses | More
    03-27-17

    Highest Expenses | More
    03-27-17

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW | Gargoyle Hedge Joshua B. Parker 17.20
    TCW Focused Equities Thomas K. McKissick 16.10
    TCW Relative Value L Diane E. Jaffee 16.00
    TCW Relative Value D Diane E. Jaffee 15.40
    TCW Select Equities Craig C. Blum 13.20

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW New America Prem Joseph R Shaposhnik 1.20
    TCW | Gargoyle Dynam Joshua B. Parker 1.30
    TCW | Gargoyle Syste Joshua B. Parker 1.30
    TCW High Dividend Eq Iman H. Brivanlou 1.30
    TCW Developing Marke Andrey Glukhov 1.70