TCW Core Fixed Income Fund Class Institutional (TGCFX)

10.75
Net Asset Value
+0.28%
1 Day
-2.18%
Year-to-Date
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
0.51%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to maximize current income and achieve above average total return consistent with prudent investment management over a full market cycle. Under normal circumstances- the fund invests at least 80% of the value of its net assets- plus any borrowings for investment purposes- in debt securities. It may invest up to 5% of its net assets in high yield/below investment grade bonds- commonly known as "junk" bonds. The fund may also invest a portion of its assets in bank loans of companies in the high yield universe. It may invest in derivative instruments such as options- futures and swap agreements.

Performance

1 month-1.21% 3 years+0.95%
3 months-1.94% 5 years+1.52%
1 year+0.42% Since inception+5.42%
Data through --

Peer Comparisonvs. Intermediate-term bond

 TGCFXCategory
Performance 5-yr return+1.52%+2.05%
Expense ratio0.51%0.77%
Risk 5 year sharpe ratio0.550.58
Net assets$1.8B$4.5B
Average market cap--$10.9B
Average P/E--21.2
Portfolio turnover287%287%

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Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureTad Rivelle / 8 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00

Holdings

Fixed income89.39%
Cash10.60%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service 0.00%
Consumer goods 0.00%
Consumer service 0.00%
Energy 0.00%
Financial service 0.00%
Top 10 Holdings
Portfolio weighting
-- 7.08%
-- 5.99%
-- 4.44%
-- 2.82%
-- 2.40%
-- 1.54%
-- 1.26%
-- 1.09%
-- 0.95%
-- 0.79%