TGREX – TCW Global Real Estate I Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize total return from current income and long-term capital growth. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of REITs and real estate companies. Normally, it will invest in securities of issuers located in at least three different countries (one of which may be the United States) and invests at least 30% of its net assets, plus any borrowings for investment purposes, in securities of issuers domiciled outside the United States or whose primary business operations are outside the United States.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TGRYX	TCW Global Real Estate Fund Class N	No Load	Open			Nov 28, 2014	$3.85M	1.000%	Average	$2,000	−$5.93M
TGREX	TCW Global Real Estate Fund Class I	Institutional	Open			Nov 28, 2014	$24.08M	0.900%	Average	$2,000	−$9.45M

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