On Wednesday, Aug. 25, 2021, TCW announced that Tad Rivelle would retire at the end of the year. Rivelle is currently group managing director and chief investment officer of fixed income, overseeing over $220 billion of fixed-income assets.
TCW Core Fixed Income N TGFNX
NAV / 1-Day Return
11.47
/
0.26
%
Total Assets
1.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.670%
Expense Ratio
0.670%
Fee Level
Above Average
Longest Manager Tenure
11.87
years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
2,000
Status
Open
TTM Yield
1.33%
Effective Duration
6.06
years
Premium
Morningstar’s Analysis
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The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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Process Pillar
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People Pillar
The People Pillar is our evaluation of the TGFNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
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Pending Retirement of TCW’s Tad Rivelle Is Significant, but Impressive Managers Remain
