TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return4.990.544.187.41--
    Category Average4.55-1.545.687.400.86
    Assets for Each Yr*19.3417.3817.7616.9316.93
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.41 4.01 4.20

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,933 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 12.58 1.01 Average
    International Stock 3.3 0.65 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.9 84.45 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-17-18

      Sector YTD Return % % Net Assets  
    Coach Inc* Consumer Cyclical 6.24 0.03
    KeyCorp* Financial Services 5.40 0.03
    Jones Lang LaSalle Inc* RealEstate 3.25 0.03
    Manitowoc Co Inc* Industrials 0.05 0.03
    Western Digital Corp* Technology 7.08 0.03
    The AES Corp* Utilities -1.02 0.03
    Textron Inc* Industrials 4.56 0.03
    Terex Corp* Industrials 1.72 0.02
    Toll Brothers Inc* Consumer Cyclical 8.60 0.02
    E*TRADE Financial Corp* Financial Services 8.94 0.02
    Dana Inc* Consumer Cyclical 7.94 0.02
    Invesco Ltd* Financial Services 4.21 0.02
    Cypress Semiconductor Corp* Technology 12.20 0.02
    Worthington Industries Inc* Basic Materials 9.01 0.02
    Newpark Resources Inc* Energy 12.79 0.02
    Lennar Corp* Consumer Cyclical 11.81 0.02
    Maxim Integrated Products Inc* Technology 6.60 0.02
    Centene Corp* Healthcare 10.38 0.02
    KB Home* Consumer Cyclical 12.27 0.02
    Dover Corp* Industrials 3.32 0.02

    Best 5-Year Relative Performance | More
    01-17-18

    Worst 5-Year Relative Performance | More
    01-17-18

    Lowest Expenses | More
    01-17-18

    Highest Expenses | More
    01-17-18

    Longest Manager Tenure | More
    01-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Focused Equities Thomas K. McKissick 16.90
    TCW Relative Value L Diane E. Jaffee 16.80
    TCW Relative Value D Diane E. Jaffee 16.20
    TCW Select Equities Craig C. Blum 14.00
    TCW Conservative All Michael P. Reilly 7.30

    Shortest Manager Tenure | More
    01-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 0.40
    TCW/Gargoyle Dynamic Thomas F Concannon 0.90
    TCW/Gargoyle Dynamic Thomas F Concannon 0.90
    TCW New America Prem Joseph R Shaposhnik 2.00
    TCW | Gargoyle Dynam Joshua B. Parker 2.10