TCW Total Return Bond Fund Class I (TGLMX)

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. 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 in securitized obligations of any maturity or type guaranteed by- or secured by collateral that is guaranteed by- the United States government or its agencies- instrumentalities or sponsored corporations- and privately issued mortgage-backed and asset-backed securities.


1 month+0.13% 3 years+0.88%
3 months-0.75% 5 years+2.02%
1 year-0.22% Since inception+6.32%
Data through --

Peer Comparisonvs. Intermediate-term bond

Performance 5-yr return+2.02%+1.73%
Expense ratio0.61%0.77%
Risk 5 year sharpe ratio0.670.48
Net assets$8.3B$4.4B
Average market cap--$5.2B
Average P/E----
Portfolio turnover288%288%

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 / 8 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00


Fixed income86.57%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 7.59%
-- 6.38%
-- 3.21%
-- 2.95%
-- 2.38%
-- 1.60%
-- 1.60%
-- 1.51%
-- 1.50%
-- 1.33%