TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return4.014.990.544.184.16
    Category Average1.764.55-1.545.694.13
    Assets for Each Yr*17.9019.3417.3817.7617.03
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.16 3.34 5.72

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $17,032 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 12.96 1.05 Average
    International Stock 2.8 0.46 1.27 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.5 85.22 0.77 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-27-17

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 3.18 0.34
    Alphabet Inc C* Technology 20.15 0.31
    General Electric Co* Industrials -12.37 0.30
    Cisco Systems Inc* Technology 6.92 0.30
    Citigroup Inc* Financial Services 8.62 0.30
    Facebook Inc A* Technology 30.88 0.28
    Microsoft Corp* Technology 12.63 0.28
    Comcast Corp Class A* Communication Services 14.14 0.27
    Chevron Corp* Energy -9.75 0.26
    Visa Inc Class A* Financial Services 22.06 0.25
    American Tower Corp* Communication Services 29.65 0.24
    Textron Inc* Industrials -4.26 0.23
    Salesforce.com Inc* Technology 28.07 0.23
    Celgene Corp* Healthcare 13.05 0.23
    Merck & Co Inc* Healthcare 12.93 0.22
    Amazon.com Inc* Consumer Cyclical 30.26 0.22
    Cypress Semiconductor Corp* Technology 17.31 0.21
    The Priceline Group Inc* Consumer Cyclical 26.75 0.20
    Coach Inc* Consumer Cyclical 36.48 0.20
    PepsiCo Inc* Consumer Defensive 12.30 0.20

    Worst 5-Year Relative Performance | More
    06-27-17

    Lowest Expenses | More
    06-27-17

    Highest Expenses | More
    06-27-17

    Longest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW | Gargoyle Hedge Joshua B. Parker 17.50
    TCW Focused Equities Thomas K. McKissick 16.30
    TCW Relative Value L Diane E. Jaffee 16.30
    TCW Relative Value D Diane E. Jaffee 15.60
    TCW Select Equities Craig C. Blum 13.50

    Shortest Manager Tenure | More
    06-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    TCW/Gargoyle Dynamic Thomas F Concannon 0.30
    TCW/Gargoyle Dynamic Thomas F Concannon 0.30
    TCW New America Prem Joseph R Shaposhnik 1.40
    TCW | Gargoyle Dynam Joshua B. Parker 1.60
    TCW | Gargoyle Syste Joshua B. Parker 1.60