TCW Total Return Bond Fund Class I (TGLMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Intermediate core-plus 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 up to 20% of its net assets, plus any borrowings for investment purposes, in derivative instruments such as options, futures and swap agreements for investment management or hedging purposes.


1 month+0.40% 3 years+3.86%
3 months-0.20% 5 years+2.92%
1 year+10.02% Since inception+6.32%
Data through --

Peer Comparisonvs. Intermediate core-plus bond

Performance 5-yr return+2.92%+3.28%
Expense ratio0.62%0.80%
Risk 5 year sharpe ratio0.690.76
Net assets$5.9B$4.8B
Average market cap----
Average P/E----
Portfolio turnover242%242%

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Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureTad Rivelle / 9 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00


Fixed income95.91%
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
-- 9.30%
-- 6.49%
-- 1.99%
-- 1.67%
-- 1.49%
-- 1.43%
-- 1.41%
-- 1.34%
-- 1.33%
-- 1.22%