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TCW Total Return Bond Fund;I

Ranked 22 out of 62 in - US Dollar Mortgages over 12 months
All calculations are in USD unless stated

Managed by

Scott Austin

Scott Austin is a specialist portfolio manager in the U.S. Fixed Income group and co-heads the Securitized Products Division. Austin joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Since joining MetWest in 2006, he has traded a variety of mortgage-backed, asset-backed, and commercial mortgage-backed securities. He was previously an associate director for UBS in the fixed income sales department. While at UBS, he provided institutional sales coverage for investors in ABS, MBS, and CMBS products. Mr. Austin earned a BA in Economics from Yale University. He is a CFA charterholder.

Harrison S. Choi

Harrison S. Choi is a specialist portfolio manager in the U.S. Fixed Income group and co-heads the Securitized Products Division. Choi joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Since joining MetWest in January 2007, he has traded a variety of non-agency mortgage-backed securities. He was previously a director at Sparta Group LLC where he traded fixed income relative value and macro strategies within the interest rate derivatives market. Prior to that, he worked on alternative investment strategies at Western Asset Management Company. Choi holds a BS in Physiological Sciences from the University of California, Los Angeles (UCLA).

Mitchell A. Flack

Mitchell Flack is managing director, US fixed income and co-heads the Securitised Products division at TCW based in Los Angeles. He joined the firm in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest) and prior to this, he was partner and co-head of MetWest’s Structured Products division. Mitchell graduated from the University of California with a BA in Business Economics and the University of Chicago Booth School of Business with an MBA.

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.

Objective

The Fund seeks to maximize current income and achieve above average total return consistent with prudent investment management over a full market cycle.

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

Performance

US Dollar Mortgages over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.8% 1.3% 1.0%
2016 1.5% 2.1% 1.9% 0.7% -3.1%
2015 1.1% 1.3% -0.8% 1.1% -0.5%
2014 5.8% 1.5% 2.3% 0.5% 1.4%
2013 1.7% 1.1% -1.7% 1.2% 1.2%
2012 13.4% 3.9% 1.7% 5.5% 1.8%
2011 4.1% 1.5% 1.3% 1.8% -0.4%
2010 10.7% 1.9% 4.2% 3.7% 0.6%
2009 19.9% 2.5% 7.0% 8.2% 1.0%
2008 1.1% 1.7% 0.2% -0.4% -0.4%
2007 6.6% 1.8% -1.1% 3.5% 2.3%
2006 5.3% -0.3% 0.2% 3.9% 1.5%
2005 3.4% -0.4% 2.8% 0.0% 1.0%
2004 5.2% 2.7% -2.0% 3.4% 1.1%
2003 3.1% 1.0% 1.2% 0.2% 0.6%
2002 11.0% 1.0% 3.9% 4.2% 1.5%
2001 9.4% 2.5% 0.7% 5.0% 1.0%
2000 13.6% 2.2% 1.5% 3.8% 5.6%
1999 -0.5% 0.3% -0.9% 0.5% -0.3%
1998 7.2% 1.1% 2.4% 4.1% -0.5%
1997 11.9% -0.6% 4.1% 4.7% 3.3%
1996 5.1% -2.1% 1.3% 2.2% 3.7%
1995 5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date17/06/1993
  • Share Class size7,104Mn
  • Base currencyUSD
  • ISIN US87234N8801

Purchase Info

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

Charges

  • Annual management0.39%

Related News

Recessionary switch wouldn’t signal failure, says TCW bond boss

Tad Rivelle, who oversees more than $100bn in fixed income funds, believes end of the business cycle isn’t a catastrophe.

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).