Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
TCW Mutual Funds
View all of TCW’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
TCW Mutual Funds List
1 to 25 of 52 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| TCW MetWest Investment Grade Credit Fund Class M | MWISX | Intermediate Core-Plus Bond | −0.88% | 37 | 0.700% | Above Average | No Load | $5,000 | ||
| TCW MetWest Investment Grade Credit Fund Class I | MWIGX | Intermediate Core-Plus Bond | −0.71% | 25 | 0.490% | Above Average | Institutional | $3M | ||
| TCW Relative Value Mid Cap Fund Class I | TGVOX | Mid-Cap Value | 17.54% | 37 | 0.850% | Average | Institutional | $2,000 | ||
| TCW Relative Value Large Cap Fund Class N | TGDVX | Large Value | 18.12% | 39 | 0.850% | Average | No Load | $2,000 | ||
| TCW Global Real Estate Fund Class N | TGRYX | Global Real Estate | 6.79% | 10 | 1.000% | Average | No Load | $2,000 | ||
| TCW MetWest Strategic Income Fund Class Institutional | MWSIX | Nontraditional Bond | — | 1.75% | 31 | 0.800% | Average | Institutional | $3M | |
| TCW Relative Value Mid Cap Fund Class N | TGVNX | Mid-Cap Value | 17.45% | 38 | 0.950% | Average | No Load | $2,000 | ||
| TCW Relative Value Large Cap Fund Class Institutional | TGDIX | Large Value | 18.32% | 38 | 0.700% | Average | Institutional | $2,000 | ||
| TCW Relative Value Large Cap Fund Class I-3 | TGDZX | Large Value | 18.16% | 39 | 0.800% | Above Average | Institutional | $1M | ||
| TCW Global Real Estate Fund Class I | TGREX | Global Real Estate | 7.03% | 4 | 0.900% | Average | Institutional | $2,000 | ||
| TCW MetWest Unconstrained Bond Fund Plan Class | MWCPX | Nontraditional Bond | — | 0.95% | 45 | 0.680% | Below Average | Institutional | $25M | |
| TCW MetWest Low Duration Bond Fund Class I | MWLIX | Short-Term Bond | 0.71% | 64 | 0.410% | Average | Institutional | $3M | ||
| TCW MetWest Unconstrained Bond Fund Class M | MWCRX | Nontraditional Bond | — | 0.65% | 52 | 1.030% | Average | No Load | $5,000 | |
| TCW MetWest Low Duration Bond Fund Class M | MWLDX | Short-Term Bond | 0.54% | 75 | 0.630% | Above Average | No Load | $5,000 | ||
| TCW Conservative Allocation Fund Class Institutional | TGPCX | Moderately Conservative Allocation | 3.21% | 89 | 0.910% | Above Average | Institutional | $2,000 | ||
| TCW Emerging Markets Income Fund Class Institutional | TGEIX | Emerging Markets Bond | 1.46% | 22 | 0.850% | Average | Institutional | $2,000 | ||
| TCW Core Fixed Income Fund Class Institutional | TGCFX | Intermediate Core Bond | −1.42% | 79 | 0.490% | Above Average | Institutional | $2,000 | ||
| TCW Emerging Markets Local Currency Income Fund Class I | TGWIX | Emerging-Markets Local-Currency Bond | 1.98% | 18 | 0.850% | Average | Institutional | $2,000 | ||
| TCW MetWest Unconstrained Bd Fund Class I-3 | MWCZX | Nontraditional Bond | — | 0.82% | 47 | 0.900% | Average | Institutional | $1M | |
| TCW MetWest Low Duration Bond Fund Class I-3 | MWLZX | Short-Term Bond | 0.69% | 65 | 0.540% | High | Institutional | $1M | ||
| TCW Concentrated Large Cap Growth Fund - N Class | TGCNX | Large Growth | 7.53% | 50 | 0.900% | Above Average | No Load | $2,000 | ||
| TCW Emerging Markets Income Fund Class Plan | TGEPX | Emerging Markets Bond | 1.67% | 18 | 0.770% | Below Average | Institutional | $25M | ||
| TCW Emerging Markets Income Fund Class N | TGINX | Emerging Markets Bond | 1.40% | 23 | 0.950% | Above Average | No Load | $2,000 | ||
| TCW MetWest Strategic Income Fund Class M | MWSTX | Nontraditional Bond | — | 1.38% | 37 | 1.040% | Average | No Load | $5,000 | |
| TCW Concentrated Large Cap Growth Fund - I Class | TGCEX | Large Growth | 7.61% | 49 | 0.770% | Above Average | Institutional | $2,000 |
TCW Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States