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TCW Total Return Bond N (TGMNX) Fund Ranking and Research

Ranking, Research and Recommendation of TCW Total Return Bond N (TGMNX) Fund

    Last Trade: $10.62 on 8/20/2014, Change: 0.00 (0%)

 

Graph of TCW Total Return Bond N Fund (TGMNX) ManagerFund Manager - Bryan Whalen

Fund Manager Information

Fund Manager Tenure: 4.7 years
Similar Funds: TGFNX 
Fund Family: TCW
Fund Category: Intermediate-Term Bond
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
Mr. Whalen is a Managing Director in the U.S. Fixed Income group and co-heads the Mortgage-Backed Securities division. Mr. Whalen joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Prior to joining TCW, Mr. Whalen was a partner and co-head of MetWest's Securitized Products division. Prior to joining MetWest in 2004, he was a director in the fixed income department at Credit Suisse First Boston in New York. Previously, he was a vice president at Donaldson, Lufkin & Jenrette. Mr. Whalen earned a bachelor's degree in Economics from Yale University. He is a CFA charterholder.  Get more insights on Bryan Whalen

 

Graph of TCW Total Return Bond N Fund (TGMNX) ProfileTCW Total Return Bond N Fund (TGMNX) Profile

Fund Profile and Description

TCW Total Return Bond N Fund seeks to maximize current income and achieve above average total return consistent with prudent investment management over a full market cycle. TCW Total Return Bond N Fund invests at least 80% of net assets in debt securities. It invests 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 sponsored corporations, and in privately issued mortgage-backed securities rated Aa or higher by any nationally recognized statistical organization.

 

TCW Total Return Bond N (TGMNX) Fund Strength What we like about TCW Total Return Bond N (TGMNX) Fund

Data for TCW Total Return Bond N Fund (TGMNX) as of Jul 30, 2014

  • TCW Total Return Bond N Fund (TGMNX) management has been with TCW Total Return Bond N Fund for 4.7 years
  • TCW Total Return Bond N Fund (TGMNX) has good short-term performance (1-year return 6.04% vs 4.40% Intermediate-Term Bond category median performance)
  • TCW Total Return Bond N Fund (TGMNX) has good mid-term performance (3-year return 6.02% vs 3.49% Intermediate-Term Bond category median performance)
  • TCW Total Return Bond N Fund (TGMNX) has good Long-term performance (5-year return 7.50% vs 5.40% Intermediate-Term Bond category median performance)
  • TCW Total Return Bond N Fund (TGMNX) ratio of up-years vs down years is greater than 2
  • TCW Total Return Bond N Fund (TGMNX) has a Morningstar rating of 4 and above
  • Asset base in TCW Total Return Bond N Fund (TGMNX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • TCW Total Return Bond N Fund (TGMNX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.93, lower than category average of 2.96
  • TCW Total Return Bond N Fund (TGMNX) has a lower expense ratio than its Intermediate-Term Bond average: 0.73% vs 0.88%

TCW Total Return Bond N Fund (TGMNX) Weakness What we are cautious about TCW Total Return Bond N (TGMNX) Fund

Data for TCW Total Return Bond N Fund (TGMNX) as of Jul 30, 2014

  • TCW Total Return Bond N Fund (TGMNX) has an annual stock turnover rate of 190.79% that is higher than the Intermediate-Term Bond average of 173.65%. This could mean TCW Total Return Bond N is more nimble, but also signal potential high tax impact and high trading fees
  • Even though TCW Total Return Bond N Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See TCW Total Return Bond N Fund (TGMNX) performance details as of Jul 30, 2014

 

What do you think?

 

Compare TCW Total Return Bond N Fund (TGMNX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
TCW Total Return Bond N3.666.046.027.50
Janus Flexible Bond D (JANFX)3.724.994.386.07Compare
ASTON/TCH Fixed Income I (CTBIX)5.216.375.257.03Compare
Cavanal Hill Intermediate Bd Inv (APFBX)2.873.784.748.38Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare TCW Total Return Bond N Fund (TGMNX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Interm-Tm Corp Bd Idx ETF (VCIT)5.81%6.70%5.41%
Grail McDonnell Core Taxable Bond ETF (GMTB)5.03%5.42%3.29%
iShares Barclays Government/Credit Bond (GBF)3.63%4.63%3.30%
Vanguard Intermediate-Term Bond ETF (BIV)4.67%4.54%4.00%
SPDR Barclays Cap Mortgage Backed Bond (MBG)3.54%4.21%2.12%

 

Graph of TCW Total Return Bond N Fund (TGMNX) Net Asset TrackingTCW Total Return Bond N (TGMNX) Fund Net Asset

Track net asset change of TCW Total Return Bond N fund (TGMNX)

DateNet Asset
07/2014$7.94B
06/2014$7.90B
03/2014$7.54B
More historic net asset information on TCW Total Return Bond N Fund (TGMNX)

  

Graph of TCW Total Return Bond N Fund (TGMNX) Portfolio TrackingTCW Total Return Bond N (TGMNX) Fund Portfolio Allocation

Track portfolio allocation change of TCW Total Return Bond N fund (TGMNX)

DateCashStockBondOther
06/20146.14%0%92.09%1.77%
05/20146.64%0%91.19%2.17%
02/20140.48%0%99.1%0%
Click here to see more historic asset allocation information on TCW Total Return Bond N Fund (TGMNX)

 

graph of TCW Total Return Bond N Fund (TGMNX) Top 10 Position TrackingTop 10 Holdings in TCW Total Return Bond N (TGMNX) Fund

Discover what TCW Total Return Bond N Fund (TGMNX) manager is buying

Jun 29, 2014
US Treasury Note 0.375% [4.29%]
US Treasury Note 2.5% [3.49%]
US Treasury Note 0.25% [2.71%]
FNMA [1.9%]
US Treasury Note 0.75% [1.29%]
US Treasury Note 1.5% [1.28%]
US Treasury Note 2.625% [0.96%]

May 30, 2014
US Treasury Note 2.5% [2.81%]
US Treasury Note 0.25% [2.68%]
FNMA [1.76%]
US Treasury Note 0.75% [1.28%]
US Treasury Note 1.5% [1.28%]
US Treasury Note 2.625% [0.95%]

Feb 27, 2014
US Treasury Note 0.25% [3.17%]
US Treasury Note 2.75% [2.78%]
Commit To Pur Fnma Sf Mtg [1.77%]
US Treasury Note 0.75% [1.51%]
US Treasury Note 1.5% [1.51%]
US TREASURY TIP [1.49%]
US Treasury Note 2.625% [1.12%]
Click here for Stock Holding Change Map in TCW Total Return Bond N Fund (TGMNX)

  

Latest News on TCW Total Return Bond N (TGMNX) Fund

See what is happening with TCW Total Return Bond N Fund (TGMNX)

 

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