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    TCW Total Return Bond I (TGLMX)

    10.32 0.00(0.00%) Mar 4

    Profile as of Jan 30, 2015Get Profile for:
    TCW Total Return Bond I
    Tcw Funds Inc865 South Figueroa StreetLos Angeles, CA 90017
    Map
    Phone: 800-248-4486
    Fund Overview 
    Category:Intermediate-Term Bond
    Fund Family:TCW
    Net Assets:8.90B
    Year-to-Date Return:1.33%
    Yield:2.25%
    Morningstar Rating:5 stars
    Fund Inception Date:Jun 17, 1993
    Morningstar Style Box 
    Intermediate-Term Bond
    [View Category Definition]
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    About the Morningstar Style Box
    Management Information 
    Tad A. Rivelle
    Lead Manager since Dec 7, 2009
    Tad Rivelle is Chief Investment Officer, Fixed Income, overseeing investment management of all U.S. fixed income products at TCW, including over $30 billion in fixed income mutual funds offered by both TCW and MetWest. Prior to joining TCW, Tad served as Chief Investment Officer for MetWest, an independent institutional investment manager which he co-founded. Under Tad’s leadership, the MetWest investment team was recognized as Morningstar's Fixed Income Manager of the Year for 2005. Mr. Rivelle was also the co-director of fixed income at Hotchkis and Wiley and a portfolio manager and vice president at PIMCO. Tad holds a bachelor's degree in physics from Yale University, a master's degree in applied mathematics from University of Southern California, and an MBA from UCLA Anderson.
    Investment Information 
    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
    TGLMX can be purchased from 95 brokerages.

    Fund Summary 
    The investment seeks to maximize 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 the value of its net assets 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, its agencies, instrumentalities or sponsored corporations, and privately issued mortgage-backed and asset-backed securities.

    Fund Operations 
    Last Dividend (Feb 26, 2015) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Mar 2, 2015) : 201.30%
    Average for Category:160.86%
    Fees & Expenses 
    ExpenseTGLMXCategory Avg
    Annual Report Expense Ratio (net):0.47%0.86%
    Prospectus Net Expense Ratio:0.49%N/A
    Prospectus Gross Expense Ratio:0.57%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A4.04%
    Max Deferred Sales Load: N/A2.08%
    3 Yr Expense Projection*:174384
    5 Yr Expense Projection*:309609
    10 Yr Expense Projection*:7041,243
    * Per $10,000 invested