TCW and MetWest Funds Honored in 2015 Lipper Awards

April 01, 2015

Five Funds Named Best-in-Class for Delivering Consistently Strong Risk-Adjusted Returns
Relative to Peers

LOS ANGELES – April 1, 2015 – The TCW Group, a global asset management firm, today announced that mutual funds from both its TCW and MetWest fund families were honored in the 2015 Lipper Fund Awards:

  • The TCW Total Return Bond Fund (TGLMX) was named best U.S. mortgage fund for the three-, five- and ten-year periods.
  • The TCW Core Fixed Income Fund (TGCFX) was named best core bond fund for the ten-year period.
  • The TCW Enhanced Commodity Strategy Fund (TGGWX) was named best commodities fund for the three-year period.
  • The MetWest Strategic Income Fund (MWSIX) was named the best absolute return fund for the five-year period.
  • The MetWest Low Duration Bond Fund (MWLIX) was named the best short investment-grade debt fund for the five-year period.

“These awards are a testament to TCW’s team-managed approach and disciplined, consistent and time-tested investment processes,” said David Lippman, Chief Executive Officer of TCW.  “Our approach to portfolio management, underpinned by rigorous research and deep market expertise, enables us to help our clients meet their objectives in a variety of investment environments.”  

The Lipper Fund Awards honor funds that have excelled in delivering consistently strong risk-adjusted performance relative to peers. The Lipper Fund Awards take place in 23 countries throughout Asia, Europe, MENA and the Americas. The awards are part of the broader Thomson Reuters Awards for Excellence program, which recognizes the world's top analysts, brokerages, buy-side firms, funds and investor relations teams.

 

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 over $175 billion in client assets.  Through the MetWest and TCW Fund 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