TCW Total Return Bond N 865 South Figueroa Street Los Angeles CA 90017 Map
Phone: 800-386-3829
| Category: | Intermediate-Term Bond | | Fund Family: | TCW | | Net Assets: | 3.61B | | Year-to-Date Return: | 21.83% | | Yield: | 8.60% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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Jeffrey E. Gundlach
Lead Manager since
18-Jun-93 | | | Gundlach is the chief investment officer and a member of the Board of Directors of the TCW Group, Inc. In addition, he oversees fixed income investments as chairman of the TCW Multi-Strategy Fixed Income Committee and is the Co-Founder and lead portfolio manager of the Mortgage-Backed Securities group. His investment strategies have been featured in leading publications including the New York Times, the Wall Street Journal, Barrons, Forbes and Institutional Investor. |
| 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 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. It may invest primarily in mortgage-backed securities of any maturity or type 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 any nationally recognized statistical organization. |
| Last Dividend
(30-Nov-09):
| 0.07 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 226.70% |
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| Expense | TGMNX | Category Avg | | Total Expense Ratio: | %
| 0.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.17% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $460 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $712 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,435 |
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