TCW Core Fixed-Income N 865 South Figueroa Street Los Angeles CA 90017 Map
Phone: 800-386-3829
| Category: | Intermediate-Term Bond | | Fund Family: | TCW | | Net Assets: | 90.32M | | Year-to-Date Return: | 14.43% | | Yield: | 6.50% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
|
Jeffrey E. Gundlach
Lead Manager since
18-Oct-95 | | | 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 |
|
| |
| The investment seeks to provide maximum 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. These debt securities, bearing fixed or variable interest rates, include U.S. Government and corporate obligations, bonds, notes, debentures, mortgage-backed securities, asset-backed securities, foreign securities (government and corporate) and other debt securities of any maturity. |
| Last Dividend
(30-Sep-09):
| 0.07 | | Last Cap Gain
(19-Dec-08):
| 0.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 217.63% |
|
| Expense | TGFNX | Category Avg | | Total Expense Ratio: | 0.73%
| 0.96% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 265 | $459 | | 5 Yr Expense Projection*: |
$ 460 | $706 | | 10 Yr Expense Projection*: |
$ 1,025 | $1,423 |
|
|