TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return4.980.574.177.40-1.58
    Category Average4.53-1.545.677.39-1.92
    Assets for Each Yr*19.3217.3717.7416.9214.85
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.58 3.27 3.98

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $14,853 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 13.99 0.99 Average
    International Stock 3.7 0.86 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.0 82.52 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 55.09 0.38
    Facebook Inc A* Technology 18.97 0.35
    Visa Inc Class A* Financial Services 24.02 0.35
    Adobe Systems Inc* Technology 46.96 0.31
    Cisco Systems Inc* Technology 12.17 0.28
    Salesforce.com Inc* Technology 43.67 0.28
    Textron Inc* Industrials 18.22 0.27
    Citigroup Inc* Financial Services -6.11 0.26
    JPMorgan Chase & Co* Financial Services 5.63 0.26
    American Tower Corp* Communication Services -0.54 0.24
    Chevron Corp* Energy -0.54 0.24
    Merck & Co Inc* Healthcare 12.81 0.20
    The AES Corp* Utilities 22.71 0.18
    Corning Inc* Technology -7.85 0.16
    The Home Depot Inc* Consumer Cyclical 7.90 0.16
    Zions Bancorp* Financial Services 5.15 0.16
    Booking Holdings Inc* Consumer Cyclical 15.65 0.15
    Comcast Corp Class A* Communication Services -13.01 0.15
    State Street Corporation* Financial Services -11.17 0.15
    TransUnion* Industrials 38.00 0.15

    Best 5-Year Relative Performance | More
    07-20-18

    Worst 5-Year Relative Performance | More
    07-20-18

    Lowest Expenses | More
    07-20-18

    Highest Expenses | More
    07-20-18

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 17.30
    TCW Relative Value D Diane E. Jaffee 16.70
    TCW Select Equities Craig C. Blum 14.50
    TCW Conservative All Michael P. Reilly 7.80
    TCW High Yield Bond Jamie S. Farnham 7.50

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Long/Short Funda Marty Lane 0.80
    TCW Artificial Intel Thomas Lee 0.90
    TCW/Gargoyle Dynamic Thomas F Concannon 1.40
    TCW/Gargoyle Dynamic Thomas F Concannon 1.40
    TCW | Gargoyle Dynam Joshua B. Parker 1.90