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TCW Core Fixed Income Fund Class Institutional (TGCFX)

11.38
Net Asset Value
+0.09%
1 Day
+3.93%
Year-to-Date
Overall Morningstar Rating
Intermediate-term bond
Style or Category
No Load
Sales Expenses
0.50%
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-0.04% 3 years+3.74%
3 months+1.61% 5 years+3.34%
1 year+4.73% Since inception+5.80%
Data through --

Peer Comparisonvs. Intermediate-term bond

 TGCFXCategory
Performance 5-yr return+3.34%+3.64%
Expense ratio0.50%0.81%
Risk 5 year sharpe ratio1.421.19
Net assets$1.9B$4.0B
Average market cap----
Average P/E----
Portfolio turnover333%333%

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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 income91.14%
Cash8.86%
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
-- 6.47%
-- 5.40%
-- 3.61%
-- 3.17%
-- 2.81%
-- 2.64%
-- 1.91%
-- 1.60%
-- 1.41%
-- 1.29%