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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: $10.69 on 11/28/2014, Change: 0.00 (0%)

 

Graph of TCW Total Return Bond N Fund (TGMNX) ManagerFund Manager - Tad A. Rivelle

Fund Manager Information

Fund Manager Tenure: 5.0 years
Similar Funds: TGFNX 
Fund Family: TCW
Fund Category: Intermediate-Term Bond
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

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 Oct 30, 2014

  • TCW Total Return Bond N Fund (TGMNX) management has been with TCW Total Return Bond N Fund for 5.0 years
  • TCW Total Return Bond N Fund (TGMNX) has good short-term performance (1-year return 4.24% vs 4.17% Intermediate-Term Bond category median performance)
  • TCW Total Return Bond N Fund (TGMNX) has good mid-term performance (3-year return 6.34% vs 3.50% Intermediate-Term Bond category median performance)
  • TCW Total Return Bond N Fund (TGMNX) has good Long-term performance (5-year return 6.41% vs 4.78% 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
  • TCW Total Return Bond N Fund (TGMNX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.88, lower than category average of 2.92
  • TCW Total Return Bond N Fund (TGMNX) has a lower expense ratio than its Intermediate-Term Bond average: 0.73% vs 0.87%

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 Oct 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 163.97%. 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 Oct 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 N4.754.246.346.41
Janus Flexible Bond D (JANFX)4.804.484.475.57Compare
Cavanal Hill Bond Inv (APBDX)4.273.153.736.34Compare
Baird Aggregate Bond Inst (BAGIX)5.955.024.445.74Compare

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
iShares Barclays Government/Credit Bond (GBF)4.88%4.55%2.48%
SPDR Barclays Cap Mortgage Backed Bond (MBG)5.50%4.42%2.18%
iShares Barclays Aggregate Bond (AGG)5.15%4.30%2.61%
Grail McDonnell Core Taxable Bond ETF (GMTB)5.84%4.19%2.92%
Schwab US Aggregate Bond ETF (SCHZ)5.28%4.08%2.51%

 

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
10/2014$8.30B
09/2014$8.07B
08/2014$8.07B
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
09/201412.23%0%86.46%1.31%
08/201411.17%0%87.77%1.06%
06/20146.14%0%92.09%1.77%
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

Sep 29, 2014
US Treasury Note 0.375% [4.06%]
Fed Natl Mort Assc 3.5% [3.72%]
US Treasury Note 2.375% [3.22%]
Fed Natl Mort Assc 4% [2.74%]
Fed Natl Mort Assc 3% [2.6%]
Fed Natl Mort Assc 4.5% [1.79%]
US Treasury Note 0.625% [1.21%]
US Treasury Note 1.625% [1.21%]
US Treasury Note 2.625% [0.9%]
FNMA 3% [0.84%]

Aug 30, 2014
US Treasury Note 0.375% [4.11%]
US Treasury Note 2.5% [3.39%]
Fed Natl Mort Assc 4% [1.84%]
US Treasury Note 0.625% [1.23%]
US Treasury Note 1.625% [1.23%]
FNMA [0.94%]
US Treasury Note 2.625% [0.92%]

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%]
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)

 

TCW Total Return Bond N Fund (TGMNX) Related ResourcesSee more information on TCW Total Return Bond N (TGMNX) Fund

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