TCW and MetWest Funds Honored in 2014 Lipper Awards

Five Funds Named Best-in-Class

March 28, 2014

LOS ANGELES – March 27, 2014 – The TCW Group, a global asset management firm, today announced that five of its funds from both the TCW and MetWest fund families were honored by Lipper in its 2014 Lipper Fund Awards. 
The Lipper Fund Awards honor funds that have excelled in delivering consistently strong risk-adjusted performance relative to peers.  The TCW and MetWest funds recognized with awards were:

  • TCW Total Return Bond Fund (TGLMX) was named the best U.S. mortgage fund for 3, 5 and 10-year periods 
  • MetWest Total Return Bond (MWTIX) was named the best core-plus bond fund for the 10-year period
  • MetWest Low Duration Bond Fund (MWLIX) was named the best short investment-grade debt fund for the 5-year period
  • MetWest Strategic Income Fund (MWSIX) was named the best absolute return fund for the 5-year period
  • MetWest Intermediate Bond Fund (MWIIX) was named the best short-intermediate investment-grade debt fund for the 10-year period

“TCW is proud to have a number of top-rated and award-winning funds that have generated
outperformance over extended periods of time,” said David Lippman, Chief Executive Officer of TCW.
“TCW’s success in fixed income is driven by our team-based approach to portfolio management, supported by industry-leading research and analytics, which leads to a highly consistent investment process and deep knowledge base across the spectrum of fixed income.”

About the TCW Group
Founded in 1971, The TCW Group, Inc. develops and manages a broad range of innovative, value-added investment products that strive to enhance and protect clients’ wealth, with over $130 billion in assets under management.  TCW clients include many of the largest corporate and public pension plans, financial institutions, endowments and foundations in the U.S., as well as a substantial number of foreign investors and high net worth individuals.  For more information, please visit www.tcw.com.

About MetWest
Founded in 1996, Metropolitan West Asset Management LLC (MetWest) is a wholly-owned subsidiary of TCW. Since its founding MetWest has delivered strong fixed income returns for its clients through a value-driven investment philosophy and a client-centered culture. MetWest’s strategies are all team-managed. 

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, including the TCW Total Return Bond Fund and the MetWest Total Return Bond Fund, 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 TCW Funds are distributed by TCW Funds Distributors.

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.

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