TCW Conservative Allocation I
TCW Funds 865 S. Figueroa 18th Floor Los Angeles, CA 90017
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Phone: 800-386-3829
| Category: | Conservative Allocation | | Fund Family: | TCW | | Net Assets: | 4.24M | | Year-to-Date Return: | 16.61% | | Yield: | 1.20% | | Morningstar Rating: | N/A | | 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 income and secondarily, long-term capital appreciation. The Fund invests between 20% and 60% of net assets in the equity Underlying Funds and international equities ETFs. It may invest between 40% and 80% of net assets in the fixed income Underlying Funds. |
| Last Dividend
(31-Dec-08):
| 0.12 | | Last Cap Gain
(31-Dec-07):
| 0.16 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 63.20% |
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| Expense | TGPCX | Category
Avg | | Total Expense Ratio: | 0.98%
| 0.86% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 2,064 | $637 | | 5 Yr Expense Projection*: |
$ 3,242 | $977 | | 10 Yr Expense Projection*: |
$ 6,397 | $1,926 |
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1.77% Nasdaq 
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