TCW LifePlan Moderate N
865 S. Figueroa 18th Floor
Map
Phone: 800-386-3829
| Category: | Moderate Allocation | | Fund Family: | TCW | | Net Assets: | 100.00K | | Year-to-Date Return: | -6.63% | | Yield: | 2.73% | | Morningstar Rating: | N/A | | Fund Inception Date: | 16-Nov-06 |
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| 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 long-term capital appreciation and, secondarily, current income. The fund invests between 20% and 60% of assets in money market, short and long-term fixed income funds. It may invest between 40% and 80% of assets in US and non-US equity funds. It may invest in exchange traded notes. |
| Last Dividend
(31-Dec-07):
| 0.27 | | Last Cap Gain
(31-Dec-07):
| 0.43 | | Annual Holdings Turnover
| 186.00% | | Average for Category:
| 71.04% |
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| Expense | TGPOX | Category
Avg | | Total Expense Ratio: | 1.07%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$4,575 | $625 | | 5 Yr Expense Projection*: |
$6,664 | $954 | | 10 Yr Expense Projection*: |
$9,819 | $1,865 |
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2.99% Nasdaq 0.00%
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