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TCW Short Term Bond Fund;I

Ranked 158 out of 215 in - US Dollar Short Term over 12 months
All calculations are in USD unless stated

Managed by

Stephen M. Kane

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.

Laird R. Landmann

Tad Rivelle

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 T. Whalen

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.

Objective

The Fund seeks maximum current income. Invests primarily in short-term mortgage-backed securities guaranteed by the US Government, its sponsored corporations, or in private issued mortgage-backed securities rated Aa or higher by Moody's or AA or higher by S&P.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Short Term over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% 0.2% 0.3%
2016 0.9% 0.2% 0.4% 0.3% 0.0%
2015 0.3% 0.2% 0.0% 0.1% 0.0%
2014 0.5% 0.2% 0.3% 0.0% 0.0%
2013 0.7% 0.3% -0.2% 0.2% 0.4%
2012 2.9% 1.5% 0.3% 0.9% 0.1%
2011 0.7% 0.3% 0.9% -0.7% 0.2%
2010 8.4% 3.9% 2.6% 1.4% 0.3%
2009 4.1% -1.8% 0.8% 2.8% 2.3%
2008 -4.4% -2.2% 2.1% -1.3% -2.9%
2007 4.6% 1.4% 1.0% 1.1% 1.0%
2006 4.3% 1.1% 0.5% 1.3% 1.4%
2005 2.3% 0.3% 0.7% 0.5% 0.8%
2004 1.9% 1.0% -0.7% 1.3% 0.3%
2003 0.9% 0.7% 0.2% -0.2% 0.2%
2002 3.8% 0.8% 1.0% 1.0% 0.9%
2001 5.9% 2.3% 1.3% 1.7% 0.5%
2000 7.3% 1.5% 1.4% 2.0% 2.2%
1999 5.9% 2.2% 1.0% 1.5% 1.1%
1998 3.8% 1.1% 1.3% 1.4% 0.0%
1997 6.8% 1.4% 2.1% 1.8% 1.5%
1996 7.3% 1.5% 1.9% 1.8% 1.9%
1995 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date26/02/1993
  • Share Class size08Mn
  • Base currencyUSD
  • ISIN US87234N8561

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management0.18%

Related News

Time to avoid ‘breakable’ assets, says TCW’s $140bn bond CIO

Citywire A-rated Tad Rivelle says the fixed income giant is steering clear of bond classes vulnerable to the deleveraging cycle.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).