TCW Moderate Allocation N
TCW Funds 865 S. Figueroa 18th Floor Los Angeles, CA 90017
Map
Phone: 800-386-3829
| Category: | Moderate Allocation | | Fund Family: | TCW | | Net Assets: | 90.00K | | Year-to-Date Return: | 21.63% | | Yield: | 2.14% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Nov-06 |
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Allan R. Toole
Lead Manager since
16-Nov-06 | | | Mr. Toole joined TCW in 1995 as a Senior Analyst for Portfolio Analytics. He was formerly a Systems and Statistical Analyst, and later the Manager of Insurance Finance for the Risk Management Department of National Medical Enterprises, Inc. Mr. Toole holds a BS and MBA in Finance and Accounting from the University of Southern California. He is a CFA charterholder and a member of the Los Angeles Society of Financial Analysts and the CFA Institute. |
| 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 40% and 80% of net assets in the equity Underlying Funds and international equities ETFs. It may invest between 20% and 80% of net assets in the fixed income Underlying Funds. |
| Last Dividend
(31-Dec-08):
| 0.18 | | Last Cap Gain
(31-Dec-07):
| 0.43 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
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| Expense | TGPOX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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