TCW and MetWest Honored with 2016 Lipper Awards

March 23, 2016

MetWest Fund Family Named as Top Large Company Fixed Income Manager 

Three Bond Funds Honored for Delivering Strong Risk-Adjusted Returns over 10-Year Period

LOS ANGELES – March 23, 2016 The TCW Group, a global asset management firm, today announced that the Lipper Fund Awards has honored the MetWest fund family as the best large company fixed income asset class group.  Additionally, three MetWest and TCW funds were honored as the best in their categories for the 10-year period:

  • The MetWest Total Return Bond Fund (MWTIX) for the core plus bond fund category.
  • The TCW Total Return Bond Fund (TGLMX) for the U.S. mortgage fund category.
  • The TCW Core Fixed Income Fund (TGCFX) for the core bond fund category.

“Winning these awards for the 10-year period speaks to the strength of our long-tenured investment teams and their proven track records across market cycles,” said David Lippman, Chief Executive Officer of TCW.  “Markets have shifted dramatically over the past 10 years, yet we have maintained a disciplined and consistent, bottom-up investment approach that is designed to produce strong results over the long term.”  

For more than 30 years, the Thomson Reuters Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.  Renowned fund data and proprietary methodology serve as the foundation of the Award qualification.  Individual classifications of three-, five-, and 10-year periods, as well as fund families with high average scores for the three-year period are recognized.

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About The TCW Group

TCW is a leading global asset management firm with a broad range of products across fixed income, equities, emerging markets and alternative investments.  With more than four decades of investment experience, TCW today manages approximately $180 billion in client assets.  Through the MetWest Funds, TCW Funds and TCW Alternative Funds families, TCW manages one of the largest mutual fund complexes in the U.S.  TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals.  For more information, please visit www.tcw.com.

About the Lipper Fund Awards
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community.  The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams.  The Thomson Reuters Awards for excellence also include the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings.  For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.

Obtain a Prospectus
You should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. A Fund’s Prospectus and Summary Prospectus contain this and other information about the Fund.  To receive a Prospectus, please call 800-386-3829 for TCW Funds or 800-241-4671 for MetWest Funds or you may download the Prospectus from the Funds’ Website at TCW.com.  Please read it carefully.

A Word About Risk
Funds investing in U.S. government-guaranteed securities are neither insured nor guaranteed by the U.S. Government and neither the Fund nor its yield is guaranteed by the U.S. Government.

Mortgage-backed and other asset-backed securities often involve risks that are different from or more acute than risks associated with other types of debt instruments.  MBS related to floating rate loans may exhibit greater price volatility than a fixed rate obligation of similar credit quality.  With respect to non-agency MBS, there are no direct or indirect government or agency guarantees of payments in pools created by non-governmental issuers.  Non-agency MBS are also not subject to the same underwriting requirements for the underlying mortgages that are applicable to those mortgage-related securities that have a government or government-sponsored entity guarantee.

Fixed income investments entail interest rate risk, the risk of issuer default, issuer credit risk, and price volatility risk.  Funds investing in bonds can lose their value as interest rates rise and an investor can lose principal.  Past performance is no guarantee of future results.

The MetWest Funds are distributed by Foreside Fund Distributors, LLC. which is not affiliated with TCW. The MetWest Funds are advised by Metropolitan West Asset Management, LLC, which is a wholly-owned subsidiary of The TCW Group, Inc.  The TCW Funds are distributed by TCW Funds Distributors.

TCW Media Contact:

Doug Morris
Head of Corporate Marketing and Communications
Tel: +1-213-244-0509
Email: douglas.morris@tcw.com