TCW Aggressive Allocation I
TCW Funds 865 S. Figueroa 18th Floor Los Angeles, CA 90017
Map
Phone: 800-386-3829
| Category: | World Allocation | | Fund Family: | TCW | | Net Assets: | 1.36M | | Year-to-Date Return: | -3.69% | | Yield: | 1.23% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Nov-06 |
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Komal S. Sri-Kumar
Lead Manager since
16-Nov-06 | | | Prior to joining TCW in 1990, Sri-Kumar was Senior Vice President at Drexel Burnham Lambert and Executive Vice President of DBL Americas, responsible for country risk analysis. Before Drexel, he was President of the New York-based Country Risk Consulting Service which he founded to advise Big Eight accounting firms and investment and commercial banks on Latin American countries? debt service capacity. |
| 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. The fund invests in a combination of equity funds that utilize diverse investment styles and fixed income funds. It invest between 10% and 50% of net assets in the fixed income Underlying Funds. It also may invest between 50% and 100% of net assets in the equity Underlying Funds and international equities ETFs. |
| Last Dividend
(31-Dec-09):
| 0.10 | | Last Cap Gain
(31-Dec-07):
| 0.01 | | Annual Holdings Turnover
| 111.75% | | Average for Category:
| 105.43% |
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| Expense | TGPBX | Category
Avg | | Total Expense Ratio: | 1.39%
| 1.24% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.22% | | 3 Yr Expense Projection*: |
$ 1,938 | $717 | | 5 Yr Expense Projection*: |
$ 3,179 | $1,111 | | 10 Yr Expense Projection*: |
$ 6,108 | $2,237 |
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1.52% Nasdaq 0.00%
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