TCW Core Fixed-Income N 865 South Figueroa Street Los Angeles CA 90017 Map
Phone: 800-386-3829
| Category: | Intermediate-Term Bond | | Fund Family: | TCW | | Net Assets: | 98.45M | | Year-to-Date Return: | 1.41% | | Yield: | 5.11% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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Philip A. Barach
Lead Manager since
18-Oct-95 | | | Barach is the Co-Founder of the MBS group and joined TCW in 1987 after being associated with Sun Life Insurance Company, where he was Senior Vice President and Chief of Investments. Previously, he served as head of Fixed Income Investments for the State of California Retirement System where he issued the first private label CMO. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide maximum current income and achieve above average total return consistent with prudent investment management over a full market cycle. The fund invests at least 80% of net assets in debt securities. These debt securities, bearing fixed or variable interest rates, include U.S. Government and corporate obligations, bonds, notes, debentures, mortgage-backed securities, asset-backed securities, foreign securities (government and corporate) and other debt securities of any maturity. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 77.00% | | Average for Category:
| 200.26% |
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| Expense | TGFNX | Category Avg | | Total Expense Ratio: | 0.76%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$262 | $466 | | 5 Yr Expense Projection*: |
$455 | $718 | | 10 Yr Expense Projection*: |
$1,014 | $1,428 |
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