Morningstar

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 54 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 MMWISXIntermediate Core-Plus Bond
−2.13%120.700%Above AverageNo Load$5,000
TCW MetWest Investment Grade Credit Fund Class IMWIGXIntermediate Core-Plus Bond
−1.98%90.490%Above AverageInstitutional$3M
TCW Relative Value Mid Cap Fund Class ITGVOXMid-Cap Value
15.13%260.850%AverageInstitutional$2,000
TCW Relative Value Large Cap Fund Class NTGDVXLarge Value
16.63%270.850%AverageNo Load$2,000
TCW Relative Value Large Cap Fund Class I-3TGDZXLarge Value
15.45%280.800%Above AverageInstitutional$1M
TCW MetWest Strategic Income Fund Class InstitutionalMWSIXNontraditional Bond—1.15%330.800%AverageInstitutional$3M
TCW Global Real Estate Fund Class NTGRYXGlobal Real Estate
3.78%221.000%AverageNo Load$2,000
TCW Relative Value Large Cap Fund Class InstitutionalTGDIXLarge Value
15.64%270.700%AverageInstitutional$2,000
TCW Relative Value Mid Cap Fund Class NTGVNXMid-Cap Value
14.11%260.950%AverageNo Load$2,000
TCW Global Real Estate Fund Class ITGREXGlobal Real Estate
3.93%160.900%AverageInstitutional$2,000
TCW Emerging Markets Income Fund Class InstitutionalTGEIXEmerging Markets Bond
0.71%240.850%AverageInstitutional$2,000
TCW Conservative Allocation Fund Class InstitutionalTGPCXModerately Conservative Allocation
3.04%720.910%Above AverageInstitutional$2,000
TCW MetWest Low Duration Bond Fund Class IMWLIXShort-Term Bond
0.32%580.410%AverageInstitutional$3M
TCW MetWest Unconstrained Bond Fund Class MMWCRXNontraditional Bond—0.04%571.030%AverageNo Load$5,000
TCW Core Fixed Income Fund Class InstitutionalTGCFXIntermediate Core Bond
−3.43%810.490%Above AverageInstitutional$2,000
TCW Global Bond Fund Class NTGGFXGlobal Bond
−3.31%620.700%AverageNo Load$2,000
TCW MetWest Unconstrained Bond Fund Plan ClassMWCPXNontraditional Bond—0.56%470.680%Below AverageInstitutional$25M
TCW MetWest Low Duration Bond Fund Class MMWLDXShort-Term Bond
0.07%620.630%Above AverageNo Load$5,000
TCW Concentrated Large Cap Growth Fund - N ClassTGCNXLarge Growth
8.90%540.900%Above AverageNo Load$2,000
TCW MetWest Low Duration Bond Fund Class I-3MWLZXShort-Term Bond
0.32%580.540%HighInstitutional$1M
TCW Emerging Markets Income Fund Class PlanTGEPXEmerging Markets Bond
0.91%210.770%Below AverageInstitutional$25M
TCW Emerging Markets Local Currency Income Fund Class ITGWIXEmerging-Markets Local-Currency Bond
1.98%240.850%AverageInstitutional$2,000
TCW MetWest Unconstrained Bd Fund Class I-3MWCZXNontraditional Bond—0.34%520.900%AverageInstitutional$1M
TCW MetWest Strategic Income Fund Class MMWSTXNontraditional Bond—0.69%431.040%AverageNo Load$5,000
TCW Concentrated Large Cap Growth Fund - I ClassTGCEXLarge Growth
9.91%540.770%Above AverageInstitutional$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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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