TCW Total Return Bond N
865 South Figueroa Street Los Angeles CA 90017
Map
Phone: 800-386-3829
| Category: | Intermediate-Term Bond | | Fund Family: | TCW | | Net Assets: | 1.03B | | Year-to-Date Return: | 0.58% | | Yield: | 5.41% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-99 |
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Jeffrey E. Gundlach
Lead Manager since
18-Jun-93 | | | Gundlach is a member of the Board of Directors of The TCW Group, Inc., and oversees fixed income investments as chairman of the TCW Multi-Strategy Fixed Income Committee. He joined the firm in 1985, prior to which he was associated with Transamerica Corporations Los Angeles based Property Casualty Insurance division. Gundlach worked in the Finance Department as senior loss reserve analyst, responsible for investment discount and funding strategies |
| 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 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. It may invest primarily in mortgage-backed securities of any maturity or type 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 any nationally recognized statistical organization. |
| Last Dividend
(31-Oct-08):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 198.25% |
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| Expense | TGMNX | Category
Avg | | Total Expense Ratio: | 0.74%
| 0.97% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.19% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$281 | $464 | | 5 Yr Expense Projection*: |
$488 | $718 | | 10 Yr Expense Projection*: |
$1,084 | $1,431 |
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2.63% Nasdaq 0.00%
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