TCW Short Term Bond I
865 South Figueroa Street Los Angeles CA 90017
Map
Phone: 800-386-3829
| Category: | Ultrashort Bond | | Fund Family: | TCW | | Net Assets: | 108.58M | | Year-to-Date Return: | -1.21% | | Yield: | 5.06% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-93 |
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Philip A. Barach
Lead Manager since
01-Mar-93 | | | 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 maximize current income. The fund invests at least 80% of net assets in mortgage-backed securities guaranteed by, or secured by collateral that is guaranteed by, the United States Government, its agencies, instrumentalities or its sponsored corporations, and in privately issued mortgage-backed securities rated Aa or higher by Moody's or AA or higher by S&P or the equivalent by any other nationally recognized statistical rating organization. |
| Last Dividend
(31-Jul-08):
| 0.04 | | Last Cap Gain
(1-Mar-94):
| 0.03 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 82.96% |
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| Expense | TGSMX | Category
Avg | | Total Expense Ratio: | 0.44%
| 0.74% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 1.89% | | Max Deferred Sales Load: | 0.00%
| 2.25% | | 3 Yr Expense Projection*: |
$202 | $339 | | 5 Yr Expense Projection*: |
$351 | $551 | | 10 Yr Expense Projection*: |
$786 | $1,157 |
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