TCW Core Fixed Income Fund Class Institutional (TGCFX)

10.69
Net Asset Value
-0.09%
1 Day
-2.73%
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+0.80% 3 years+1.29%
3 months+0.08% 5 years+2.05%
1 year-1.10% Since inception+5.35%
Data through --

Peer Comparisonvs. Intermediate-term bond

 TGCFXCategory
Performance 5-yr return+2.05%+1.73%
Expense ratio0.51%0.76%
Risk 5 year sharpe ratio0.530.50
Net assets$1.5B$4.4B
Average market cap--$5.2B
Average P/E----
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 income85.67%
Cash14.22%
Other0.12%
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
-- 6.10%
-- 5.38%
-- 3.90%
-- 3.54%
-- 1.66%
-- 1.04%
-- 0.95%
-- 0.86%
-- 0.83%
-- 0.78%