|
|
| 10.11 Net Asset Value | -0.20% 1 Day | +0.90% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | No Load Sales Expenses | 0.57% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.18% | 3 years | +6.27% | |
| 3 months | +1.29% | 5 years | +9.66% | |
| 1 year | +2.33% | Since inception | +7.17% |
| TGLMX | Category | |
|---|---|---|
| Performance 5-yr return | +9.66% | +6.31% |
| Expense ratio | 0.57% | 0.90% |
| Risk 5 year sharpe ratio | 2.54 | 1.96 |
| Net assets | $7.5B | $3.3B |
| Average market cap | -- | $31.0B |
| Average P/E | -- | 16.0 |
| Portfolio turnover | 191% | 191% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | TCW |
| Fund manager & tenure | Tad Rivelle / 4 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $500.00 |
| Fixed income | 107.11% |
| U.S. stock | 0.00% |
| International stock | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Commit To Pur Fnma Sf Mtg | 3.66% |
| -- US Treasury Note 0.25% | 3.20% |
| -- Commit To Pur Fnma Sf Mtg | 2.88% |
| -- US Treasury Note 2.75% | 2.86% |
| -- Commit To Pur Fnma Sf Mtg | 2.42% |
| -- Commit To Pur Fnma Sf Mtg | 2.19% |
| -- US Treasury Note 0.5% | 2.02% |
| -- Commit To Pur Fnma Sf Mtg | 1.64% |
| -- US Treasury Note 0.75% | 1.52% |
| -- US Treasury Note 1.25% | 1.52% |
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