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: | 3.54% | | Yield: | 4.46% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-93 |
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Jeffrey E. Gundlach
Lead Manager since
01-Mar-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. 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
(30-Nov-09):
| 0.05 | | Last Cap Gain
(1-Mar-94):
| 0.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 117.73% |
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| Expense | TGSMX | Category
Avg | | Total Expense Ratio: | %
| 0.77% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 1.90% | | Max Deferred Sales Load: | %
| 2.04% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $329 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $542 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,135 |
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