TCW LifePlan Aggressive I
865 S. Figueroa 18th Floor
Map
Phone: 800-386-3829
| Category: | World Allocation | | Fund Family: | TCW | | Net Assets: | 200.00K | | Year-to-Date Return: | -33.97% | | Yield: | 1.33% | | Morningstar Rating: | N/A | | Fund Inception Date: | 16-Nov-06 |
|
Jeffrey E. Gundlach
Lead Manager since
16-Nov-06 | | | 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 |
|
| |
| 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 invests between 10% and 50% of nets assets in money market, and short and long-term fixed income funds. It invests between 50% and 100% of nets assets in U.S. and non-U.S. equity funds. It may invest in exchange traded notes. |
| Last Dividend
(31-Dec-07):
| 0.09 | | Last Cap Gain
(31-Dec-07):
| 0.01 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 58.50% |
|
| Expense | TGPBX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.20% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.36% | | 3 Yr Expense Projection*: |
$2,197 | $683 | | 5 Yr Expense Projection*: |
$3,568 | $1,069 | | 10 Yr Expense Projection*: |
$9,893 | $2,122 |
|
|
2.63% Nasdaq 0.00%
Profile
