TCW Core Fixed-Income Fund Class Institutional (TGCFX)

11.39
Net Asset Value
+0.18%
1 Day
+1.42%
Year-to-Date
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
0.49%
Expense Ratio
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+1.09% 3 years+3.56%
3 months+0.54% 5 years+5.29%
1 year+5.33% Since inception+6.00%
Data through --

Peer Comparisonvs. Intermediate-term bond

 TGCFXCategory
Performance 5-yr return+5.29%+4.62%
Expense ratio0.49%0.87%
Risk 5 year sharpe ratio2.001.56
Net assets$1.7B$3.6B
Average market cap----
Average P/E----
Portfolio turnover250%250%

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Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureTad Rivelle / 5 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00

Holdings

Fixed income90.69%
Cash9.10%
Other0.21%
U.S. stock0.00%
International stock0.00%
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
-- 5.33%
-- 3.64%
-- 2.70%
-- 2.63%
-- 2.58%
-- 2.57%
-- 2.45%
-- 1.96%
-- 1.84%
-- 1.75%

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