Stephen Kane, CFA is group managing director and portfolio manager, US fixed income at TCW Investment Management Company based in Los Angeles. He joined the firm in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Prior to this, he was responsible for leading MetWest’s Alpha Trak, ultra-short and liability driven investment products and he co-managed many of the firm’s mutual funds. Stephen graduated from the University of California, Berkeley with a BA in Business and the University of Chicago Booth School of Business with an MBA.
Tad Rivelle is group managing director and CIO of fixed income at TCW Investment Management Company. Based in Los Angeles, he oversees more than $150 million in US fixed income assets and US fixed income mutual fund assets. He joined the firm in 2009 and prior to this was CIO at MetWest, an independent institutional investment manager that he co-founded. He graduated from Yale University with a BSc in Physics, the University of Southern California with an MSc in Applied Mathematics and the UCLA Anderson School of Management with an MBA.
Bryan Whalen, CFA is a group managing director, US fixed income at TCW Investment Management Company based in Los Angeles. He joined the firm in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest) as co-head of the Securitised Products division. Prior to joining MetWest in 2004, he was director in the fixed income department at Credit Suisse First Boston in New York. Bryan graduated from Yale University with a BA in Economics.
The Fund seeks maximum total return, consistent with preservation of capital and prudent investment management. The Fund seeks to achieve its investment objective by investing in a diversified portfolio of fixed income instruments. The average portfolio duration normally varies within a three- to six-year time frame.
Rank 132/241 Total Return
Rank 91/241 Standard Deviation
Rank 113/241 Max Drawdown
|131||UBS (Lux) SICAV 1 - Med Term USD Corp Bd (USD) Fa||USD||
|132||MassMutual Select Total Return Bond Fund;I||USD||
|133||Calvert Green Bond Fund;I||USD||
|133||Neuberger Berman Core Bond Fund;Institutional||USD||
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|89||Bridge Builder Core Plus Bond Fund||USD||
|89||Insight Investment Grade Bond Fund;Inst||USD||
|91||BNY Mellon Bond Fund;M||USD||
|91||Glenmede Core Fixed Income Portfolio||USD||
|91||MassMutual Select Total Return Bond Fund;I||USD||
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Month by Month Performance
Returns Vs Risk
- United States
- Launch date06/07/2010
- Share Class size359Mn
- Base currencyUSD
- Min. initial investment0
- Min. regular additional investment0
- Annual management0.30%