TCW Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.010.594.197.37-2.74
    Category Average4.53-1.555.677.39-2.60
    Assets for Each Yr*19.2517.3117.6916.8715.12
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.74 2.51 2.94

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,116 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.5 12.71 0.98 Average
    International Stock 4.2 0.88 1.30 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.8 84.11 0.76 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 39.48 0.44
    Alphabet Inc Class C* Technology -0.99 0.35
    Adobe Inc* Technology 36.24 0.34
    Citigroup Inc* Financial Services -10.87 0.27
    JPMorgan Chase & Co* Financial Services 4.80 0.27
    ServiceNow Inc* Technology 29.36 0.24
    American Tower Corp* Communication Services 14.68 0.23
    Chevron Corp* Energy -5.18 0.23
    Merck & Co Inc* Healthcare 35.15 0.22
    Intercontinental Exchange Inc* Financial Services 12.85 0.20
    Mastercard Inc A* Financial Services 31.59 0.19
    Baker Hughes, a GE Co Class A* Energy -23.07 0.18
    The Home Depot Inc* Consumer Cyclical -3.93 0.18
    Comcast Corp Class A* Communication Services -4.00 0.18
    Tapestry Inc* Consumer Cyclical -4.79 0.18
    TransUnion* Industrials 17.39 0.16
    Zions Bancorp NA* Financial Services -1.67 0.16
    NVIDIA Corp* Technology 3.24 0.15
    DowDuPont Inc* Basic Materials -17.71 0.15
    Costco Wholesale Corp* Consumer Defensive 26.99 0.14

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value L Diane E. Jaffee 17.70
    TCW Relative Value D Diane E. Jaffee 17.00
    TCW Select Equities Craig C. Blum 14.90
    TCW Conservative All Michael P. Reilly 8.10
    TCW High Yield Bond Jamie S. Farnham 7.80

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Artificial Intel Thomas Lee 1.20
    TCW New America Prem Joseph R Shaposhnik 2.80
    TCW Developing Marke Andrey Glukhov 3.40
    TCW International Sm Andrey Glukhov 3.70
    TCW Global Real Esta Iman H. Brivanlou 4.00