TCW LifePlan Moderate I
865 S. Figueroa 18th Floor
Map
Phone: 800-386-3829
| Category: | Moderate Allocation | | Fund Family: | TCW | | Net Assets: | 540.00K | | Year-to-Date Return: | -28.26% | | Yield: | 3.11% | | Morningstar Rating: | N/A | | Fund Inception Date: | 16-Nov-06 |
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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 |
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| The investment seeks long-term capital appreciation and, secondarily, current income. The fund invests between 20% and 60% of assets in money market, short and long-term fixed income funds. It may invest between 40% and 80% of assets in US and non-US equity funds. It may invest in exchange traded notes. |
| Last Dividend
(31-Dec-07):
| 0.24 | | Last Cap Gain
(31-Dec-07):
| 0.43 | | Annual Holdings Turnover
| 186.00% | | Average for Category:
| 72.64% |
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| Expense | TGPMX | Category
Avg | | Total Expense Ratio: | 1.07%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$1,635 | $623 | | 5 Yr Expense Projection*: |
$2,712 | $941 | | 10 Yr Expense Projection*: |
$5,357 | $1,840 |
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2.63% Nasdaq 0.00%
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