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Fund Intelligence | Best Managers | TGSMX Insights | TGSMX Score | TGSMX Performance | TGSMX Manager | TGSMX News | TGSMX Allocation | TGSMX Holdings Change

Mutual Fund Insights: TCW Short Term Bond I Fund (TGSMX)

In-depth Analysis of TCW Short Term Bond I Fund (TGSMX)

Mutual fund chart: TCW Short Term Bond I Fund (TGSMX)

3 months
6 months
1 year
3 year
5 year

See TCW Short Term Bond I Fund (TGSMX) performance details as of January 31, 2010

  

    Last Trade: $8.71 on 3/17/2010, Change: 0.00 (0%)

  

Fund ManagerFund 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 Short Term Bond I Fund (TGSMX) What we like about TCW Short Term Bond I Fund (TGSMX)

Data for TCW Short Term Bond I Fund (TGSMX) as of January 31, 2010

  • TCW Short Term Bond I Fund (TGSMX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • TCW Short Term Bond I Fund (TGSMX) has good short-term performance (1-year return 6.53% vs 6.10% Ultrashort Bond category average)
  • TCW Short Term Bond I Fund (TGSMX) has good mid-term performance (3-year return 2.12% vs 1.75% Ultrashort Bond category average)
  • TCW Short Term Bond I Fund (TGSMX) has good Long-term performance (5-year return 2.62% vs 2.37% Ultrashort Bond category average)
  • TCW Short Term Bond I Fund (TGSMX) ratio of up-years vs down years is greater than 2
  • TCW Short Term Bond I Fund (TGSMX) has an annual stock turnover rate of 21.40% vs Ultrashort Bond average of 126.40%. It is good that TCW Short Term Bond I management does not trade extensively for its return.
  • TCW Short Term Bond I Fund (TGSMX) has a lower management fee than its Ultrashort Bond average: 0.44% vs 0.74%
  • TCW Short Term Bond I Fund (TGSMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about TCW Short Term Bond I Fund (TGSMX) What we are cautious about TCW Short Term Bond I Fund (TGSMX)

Data for TCW Short Term Bond I Fund (TGSMX) as of January 31, 2010

  • TCW Short Term Bond I Fund (TGSMX) management has been with TCW Short Term Bond I Fund for only 0.3 years, it is hard to judge manager's ability based on this fund's operation record
  • TCW Short Term Bond I Fund is a focused fund with 34.80% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • TCW Short Term Bond I Fund (TGSMX) has a Morningstar rating of 3 and below
  • TCW Short Term Bond I Fund (TGSMX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.38 that is higher than category average of 2.92
See TCW Short Term Bond I Fund (TGSMX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Ultrashort Bond category?

Below are some additional Ultrashort Bond mutual funds generated out of our database

  

TCW Short Term Bond I Fund (TGSMX) Net Asset

Track net asset change of TCW Short Term Bond I fund (TGSMX)

DateNet Asset
01/2010$108.58M
11/2009$108.58M
10/2009$108.58M
More historic net asset information on TCW Short Term Bond I Fund (TGSMX)

  

TCW Short Term Bond I Fund (TGSMX) Portfolio Allocation

Track portfolio allocation change of TCW Short Term Bond I fund (TGSMX)

DateCashStockBondOther
10/20093.79%0%96.21%0%
09/20091.49%0%98.51%0%
08/200911.12%0%88.88%0%
Click here to see more historic asset allocation information on TCW Short Term Bond I Fund (TGSMX)

  

Most Recent Top 10 Holdings in TCW Short Term Bond I Fund (TGSMX)

Discover what TCW Short Term Bond I Fund (TGSMX) manager is buying

31-Oct-09
Wamu Ptc Wmalt 2006-1 CMO 5.75% [5.01%]
FNMA CMO [4.26%]
Cwalt CMO [3.99%]
Residential Fdg Mtg 2005-Sa5 CMO [3.91%]
FHLMC 0.593% [3.4%]
FHLMC 0.643% [3.36%]
Cwmbs Chl Mtg Tr 2006-9 CMO 6% [3.3%]
FNMA FRN [3.08%]
Greenpoint Mtg Fdg 2006-Ar2 CMO [2.93%]
Rali Series Tr 2006-Qs8 CMO 6% [2.89%]

30-Sep-09
Wamu Ptc Wmalt 2006-1 CMO 5.75% [4.73%]
FNMA CMO [4.38%]
Residential Fdg Mtg 2005-Sa5 CMO [4.27%]
FHLMC 0.593% [3.5%]
FHLMC 0.643% [3.45%]
Cwmbs Chl Mtg Tr 2006-9 CMO 6% [3.42%]
Cwalt CMO [3.37%]
FNMA FRN [3.1%]
Deutsche Alt-A Secs 2005-6 CMO 5.5% [2.92%]
Gmacm Mtg Ln Tr 2006-Ar2 CMO [2.9%]

31-Aug-09
FNMA [4.61%]
FNMA 5.12% [4.01%]
FNMA 5% [3.94%]
Wamu Ptc Wmalt 2006-1 CMO 5.75% [3.22%]
FNMA CMO [2.98%]
FHLMC CMO [2.97%]
Residential Fdg Mtg 2005-Sa5 CMO [2.97%]
Fnma Pool #0957878 [2.76%]
FNMA CMO [2.43%]
FHLMC 0.688% [2.39%]
Click here for Stock Holding Change Map in TCW Short Term Bond I Fund (TGSMX)

  

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