TCW Core Fixed-Income Fund Class Institutional (TGCFX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
Expense Ratio
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. The fund invests (except when maintaining a temporary defensive position) at least 80% of the value of its net assets 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, without limitation, in derivative instruments such as options, futures and swap agreements.


1 month-1.29% 3 years+3.33%
3 months+1.07% 5 years+5.28%
1 year+4.31% Since inception+6.07%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+5.28%+4.78%
Expense ratio0.49%0.88%
Risk 5 year sharpe ratio2.121.63
Net assets$1.6B$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


Fixed income85.63%
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
-- 8.00%
-- 4.80%
-- 3.61%
-- 3.25%
-- 2.76%
-- 2.51%
-- 2.03%
-- 1.68%
-- 1.38%
-- 1.30%

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