TCW Fund Family Report
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    • Performance
    01-31-10

    Total ReturnCategory Average
    Total Return3.745.96-25.1123.870.24
    Category Average10.266.59-25.7517.080.16
    Assets for Each Yr*7.887.394.848.918.97
    *billions

    Trailing Returns %
    01-31-10

      YTD 3 Year 5 Year    
    Fund Family 0.24 -1.09 2.27

    Key Stats
    01-31-10

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,965 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 27.38 1.26 Average
    International Stock -- 0.11 -- --
    Municipal Bond -- -- -- --
    Taxable Bond 4.4 72.28 0.83 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-08-10

      Sector YTD Return % % Net Assets  
    J.P. Morgan Chase & Co.* Financial Services -9.41 0.48
    International Business Machines * Hardware -6.47 0.42
    The Travelers Companies, Inc.* Financial Services -1.62 0.41
    Kimberly-Clark Corporation* Consumer Goods -7.47 0.35
    Pfizer Inc.* Healthcare -0.93 0.35
    AT&T, Inc.* Telecommunications -9.38 0.33
    Apple, Inc.* Hardware -7.88 0.33
    Chevron Corporation* Energy -8.91 0.33
    Google, Inc.* Telecommunications -13.95 0.33
    Kraft Foods, Inc.* Consumer Goods 4.34 0.32
    Home Depot, Inc.* Consumer Services -1.18 0.31
    Tyco Electronics, Ltd.* Hardware 0.53 0.31
    CVS Caremark Corporation* Consumer Services 1.86 0.29
    Qualcomm, Inc.* Hardware -18.91 0.28
    Tyco International, Ltd.* Industrial Materials -4.85 0.28
    Gap, Inc.* Consumer Services -5.70 0.27
    Honeywell International, Inc.* Industrial Materials -5.94 0.27
    Mattel, Inc.* Consumer Goods 0.40 0.27
    Qwest Communications Internation* Telecommunications 1.90 0.27
    United States Steel Corporation* Industrial Materials -19.92 0.27

    Best 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    TCW Emerging Markets Income 1 --
    TCW Small Cap Growth I 1 01-09-10
    TCW Total Return Bond I 1 12-15-09
    TCW Core Fixed-Income I 5 --
    TCW Growth Equities I 7 --

    Worst 5-Year Relative Performance | More
    02-08-10

    Fund Name 5-Yr Rank Analyst Report  
    TCW Relative Value Small Cap 93 07-06-09
    TCW Focused Equities N 92 10-05-09
    TCW Value Opportunities I 84 11-12-09
    TCW Dividend Focused N 81 09-17-09
    TCW Short Term Bond I 67 --

    Lowest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    TCW Core Fixed-Income I 0.44 --
    TCW Short Term Bond I 0.44 --
    TCW Total Return Bond I 0.44 12-15-09
    TCW Conservative Allocation 0.98 --
    TCW Select Equities I 0.98 10-27-09

    Highest Expenses | More
    02-08-10

    Fund Name Expense Ratio Analyst Report  
    TCW Growth Equities I 1.47 --
    TCW Relative Value Small Cap 1.42 07-06-09
    TCW Aggressive Allocation I 1.39 --
    TCW Growth I 1.38 --
    TCW Large Cap Growth I 1.34 --

    Longest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Relative Value S Diane Jaffee 14.30
    TCW Relative Value L Diane Jaffee 9.50
    TCW Focused Equities Tom McKissick 8.90
    TCW Dividend Focused Diane Jaffee 8.20
    TCW Value Opportunit Susan I. Suvall 7.10

    Shortest Manager Tenure | More
    02-08-10

    Fund Name   Manager Name Avg Manager Tenure  
    TCW Emerging Markets Penelope D. Foley 0.10
    TCW Short Term Bond Tad Rivelle 0.20
    TCW Total Return Bon Tad Rivelle 0.20
    TCW Core Fixed-Incom James M. Hassett 1.60
    TCW Aggressive Alloc Michael P. Reilly 1.70