Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

TCW Core Fixed-Income Fund Class Institutional (TGCFX)

11.15
Net Asset Value
+0.09%
1 Day
+1.83%
Year-to-Date
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
0.49%
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+1.50% 3 years+2.05%
3 months+2.19% 5 years+3.99%
1 year+1.22% Since inception+5.77%
Data through --

Peer Comparisonvs. Intermediate-term bond

 TGCFXCategory
Performance 5-yr return+3.99%+3.22%
Expense ratio0.49%0.84%
Risk 5 year sharpe ratio1.491.15
Net assets$1.6B$3.6B
Average market cap----
Average P/E----
Portfolio turnover333%333%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureTad Rivelle / 6 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00

Holdings

Fixed income89.19%
Cash10.53%
Other0.28%
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
-- 5.09%
-- 4.09%
-- 3.29%
-- 2.81%
-- 2.25%
-- 2.22%
-- 2.04%
-- 1.99%
-- 1.34%
-- 1.20%

Partner Offers