Mutual Fund Insights: TCW Total Return Bond I Fund (TGLMX)

In-depth Analysis of TCW Total Return Bond I Fund (TGLMX)

3 months 6 months 1 year 3 year 5 year

See TCW Total Return Bond I Fund (TGLMX) performance details as of January 31, 2010

  

Last Trade: $9.98 on 3/18/2010, Change: -0.01 (-0.1%)

  

Fund Manager - Tad Rivelle

Fund Manager Tenure: 0.3 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Rivelle, a generalist portfolio manager and MWAM's chief investment officer, who is responsible for developing the Metropolitan West Asset Management LLC's long-term economic outlook that guides strategies.  Get more insights on Tad Rivelle

  

 What we like about TCW Total Return Bond I Fund (TGLMX)

Data for TCW Total Return Bond I Fund (TGLMX) as of January 31, 2010

• TCW Total Return Bond I Fund (TGLMX) has good short-term performance (1-year return 20.82% vs 15.89% Intermediate-Term Bond category average)
• TCW Total Return Bond I Fund (TGLMX) has good mid-term performance (3-year return 9.55% vs 5.02% Intermediate-Term Bond category average)
• TCW Total Return Bond I Fund (TGLMX) has good Long-term performance (5-year return 7.34% vs 4.10% Intermediate-Term Bond category average)
• TCW Total Return Bond I Fund (TGLMX) ratio of up-years vs down years is greater than 2
• TCW Total Return Bond I Fund (TGLMX) has a Morningstar rating of 4 and above
• TCW Total Return Bond I Fund (TGLMX) has an annual stock turnover rate of 15.57% vs Intermediate-Term Bond average of 231.70%. It is good that TCW Total Return Bond I management does not trade extensively for its return.
• TCW Total Return Bond I Fund (TGLMX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.32, lower than category average of 6.05
• TCW Total Return Bond I Fund (TGLMX) has a lower management fee than its Intermediate-Term Bond average: 0.44% vs 0.95%
• TCW Total Return Bond I Fund (TGLMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about TCW Total Return Bond I Fund (TGLMX)

Data for TCW Total Return Bond I Fund (TGLMX) as of January 31, 2010

• TCW Total Return Bond I Fund (TGLMX) management has been with TCW Total Return Bond I Fund for only 0.3 years, it is hard to judge manager's ability based on this fund's operation record

See TCW Total Return Bond I Fund (TGLMX) performance details as of January 31, 2010

  

  

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TCW Total Return Bond I Fund (TGLMX) Net Asset

Track net asset change of TCW Total Return Bond I fund (TGLMX)

Date	Net Asset
01/2010	$3.77B
11/2009	$8.32B
10/2009	$7.90B

More historic net asset information on TCW Total Return Bond I Fund (TGLMX)

  

TCW Total Return Bond I Fund (TGLMX) Portfolio Allocation

Track portfolio allocation change of TCW Total Return Bond I fund (TGLMX)

Date	Cash	Stock	Bond	Other
10/2009	7.51%	0%	92.49%	0%
09/2009	5.69%	0%	94.31%	0%
08/2009	5.42%	0%	94.43%	0.15%

Click here to see more historic asset allocation information on TCW Total Return Bond I Fund (TGLMX)

  

Most Recent Top 10 Holdings in TCW Total Return Bond I Fund (TGLMX)

Discover what TCW Total Return Bond I Fund (TGLMX) manager is buying

31-Oct-09 FNMA 4.5% [3.94%] FNMA 5% [1.97%] FHLMC CMO 5.5% [1.84%] FNMA 6% [1.39%] Fnma Pool #0ad0385 [1.32%] FNMA 4.5% [1.21%] FHLMC CMO 5.5% [1.04%] FNMA CMO 7% [0.91%] FHLMC 4.5% [0.9%] FNMA 4.5% [0.8%]

30-Sep-09 FNMA 4.5% [4.5%] .Fnjmck [2.19%] FHLMC CMO 5.5% [2.03%] FNMA 6% [1.6%] Fnjmck [1.35%] FNMA CMO 7% [1.04%] FHLMC 4.5% [1.02%] FNMA CMO [0.91%] FNMA 4.5% [0.9%] FNMA CMO 4% [0.89%]

31-Aug-09 Fn Ma0212 4.5% [3.01%] FHLMC CMO 5.5% [2.35%] FNMA CMO 7% [1.23%] FHLMC 4.5% [1.18%] FNMA CMO [1.11%] FNMA 4.5% [1.05%] FNMA CMO 4.5% [1.01%] FNMA [0.99%] FNMA 6% [0.97%] Wells Fargo Alt Ln 2007-Pa3 CMO 6.25% [0.89%]

Click here for Stock Holding Change Map in TCW Total Return Bond I Fund (TGLMX)

  

Related books and products to TCW Total Return Bond I Fund (TGLMX)

  

Latest News on TCW Total Return Bond I (TGLMX)

See what is happening with TCW Total Return Bond I Fund (TGLMX)

[video] Buying Mortgage-Backed Securities (at Forbes.com) [video] An Economic Correction (at Forbes.com) Star bond-fund manager sues former boss (at Money) Weekend Investor: A fund-manager change can endanger your money (at MarketWatch) See more news on TCW Total Return Bond I Fund (TGLMX)

 

Books and Resources

 

 

See more information on TCW Total Return Bond I Fund (TGLMX)

• TCW Total Return Bond I Fund Insights
• TCW Total Return Bond I Fund Performance Data
• TCW Total Return Bond I Fund News
• TCW Total Return Bond I Fund Score Explaination
• TCW Total Return Bond I Fund Manager Information
• Historic TCW Total Return Bond I Fund Asset Allocation Report
• Historic TCW Total Return Bond I Fund Top 10 Holding Tracking
• Historic TCW Total Return Bond I Fund Asset Under Management Tracking