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: | 970.00K | | Year-to-Date Return: | 20.48% | | Yield: | 1.89% | | Morningstar Rating: | N/A | | Fund Inception Date: | 16-Nov-06 |
|
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 |
|
| |
| 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-08):
| 0.15 | | Last Cap Gain
(31-Dec-07):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 65.49% |
|
| Expense | TGPBX | Category
Avg | | Total Expense Ratio: | 1.39%
| 1.17% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.95% | | Max Deferred Sales Load: | %
| 2.27% | | 3 Yr Expense Projection*: |
$ 1,938 | $718 | | 5 Yr Expense Projection*: |
$ 3,179 | $1,129 | | 10 Yr Expense Projection*: |
$ 6,108 | $2,251 |
|
|
1.75% Nasdaq 
Profile
