TGSMX : TCW Short Term Bond Fund Class Institutional

TGSMX is a Alternative Market Short with HIGH fees.

TGSMX

TCW Short Term Bond Fund Class Institutional

FI Score

26 /100

Expense Ratio Rating

4 /10

Expense Rating

6 /10

Market Score

0 /10

Category Score

0 /10

Market Size

0 /10

26% FI Score
  • tgsmx
  • Mutual Fund
  • Alternative
  • Short

TCW Short Term Bond Fund Class Institutional

Expenses: 0.44% (Better than 0% of similar funds)

This is a bad choice for a Short Alternative fund. See why ยป

Fund Summary

The investment seeks to maximize current income. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in a diversified portfolio of debt securities of varying maturities, including bonds, notes and other similar fixed income instruments issued by governmental or private sector issuers. It may invest up to 10% of its net assets in below investment grade bonds (commonly known as "junk bonds"). The fund may invest in derivative instruments such as options, futures and swap agreements for investment management or hedging purposes.

Largest Holdings

Amount Holding
4.56% United States Treasury Notes 0%
0.73% Bank of America Corporation 0.02%
0.62% UBS Commercial Mor 0.03%
0.59% Federal National Mortgage Association 0.01%
0.57% FHLMC Pc Prepay Prm 30 0.02%
0.55% JPMorgan Chase & Co. 0.02%
0.54% Option One Mortgage Loan Trust 0.01%
0.52% Federal Home Loan Mortgage Corporation 0.02%
0.52% General Electric Company 0.02%
0.52% Ameriquest Mortgage Securities 0.01%
0.51% Residential Asset Securities Corp. 0.01%
0.50% Strctrd Asset Invt 0.01%
0.49% J P Morgan Mortgage Acquisition Corporation 0.01%
0.49% Federal Home Loan Mortgage Corporation 0.02%
0.48% Wells Fargo Commercial Mortgage Trust 0.03%
0.48% Federal National Mortgage Association 0.01%
0.43% Lloyds Banking Group plc 0.04%
0.41% JPMorgan Chase & Co. 0.03%
0.41% MORGAN STANLEY CAPITAL I TRUST 0.03%
0.39% Novastar Mortgage Funding Trust 0.02%
0.38% Federal National Mortgage Association 0.03%
0.38% Federal Home Loan Mortgage Corporation 0.01%
0.37% Vndo 2012-6Ave Mortgage Trust 0.03%
0.37% The Bank of New York Mellon Corporation 0.02%
0.37% DBRR CMBS RE-REMIC Trust 0.05%

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