TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return4.990.544.187.41-1.44
    Category Average4.55-1.545.677.40-1.48
    Assets for Each Yr*19.3417.3817.7516.9316.00
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.44 2.97 3.17

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,998 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 13.03 0.99 Average
    International Stock 3.5 0.78 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.9 83.70 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 37.08 0.35
    Visa Inc Class A* Financial Services 16.04 0.33
    Facebook Inc A* Technology 5.37 0.31
    Alphabet Inc C* Technology 3.14 0.31
    Adobe Systems Inc* Technology 39.89 0.28
    Cisco Systems Inc* Technology 15.38 0.28
    JPMorgan Chase & Co* Financial Services 5.06 0.26
    Citigroup Inc* Financial Services -5.99 0.25
    Textron Inc* Industrials 18.25 0.25
    Salesforce.com Inc* Technology 25.93 0.24
    American Tower Corp* Communication Services -4.50 0.22
    ServiceNow Inc* Technology 34.61 0.21
    Cypress Semiconductor Corp* Technology 8.46 0.19
    Gilead Sciences Inc* Healthcare -4.94 0.18
    Intercontinental Exchange Inc* Financial Services 1.35 0.18
    PayPal Holdings Inc* Financial Services 10.77 0.18
    Merck & Co Inc* Healthcare 5.94 0.18
    Tapestry Inc* Consumer Cyclical 1.53 0.17
    Booking Holdings Inc* Consumer Cyclical 20.17 0.16
    State Street Corporation* Financial Services 3.61 0.16

    Best 5-Year Relative Performance | More
    05-24-18

    Worst 5-Year Relative Performance | More
    05-24-18

    Lowest Expenses | More
    05-24-18

    Highest Expenses | More
    05-24-18

    Longest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Focused Equities Thomas K. McKissick 17.20
    TCW Relative Value L Diane E. Jaffee 17.20
    TCW Relative Value D Diane E. Jaffee 16.50
    TCW Select Equities Craig C. Blum 14.40
    TCW Conservative All Michael P. Reilly 7.60

    Shortest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 0.70
    TCW Long/Short Funda Marty Lane 0.70
    TCW/Gargoyle Dynamic Thomas F Concannon 1.20
    TCW/Gargoyle Dynamic Thomas F Concannon 1.20
    TCW | Gargoyle Dynam Joshua B. Parker 1.80