Diane Jaffee on Bloomberg TV

May 24, 2017

TCW in the Media: Diane Jaffee appeared on Bloomberg TV to discuss the impact of proposed policy changes on equity markets.

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Video is approx. 5 minutes 22 seconds

Legal Disclosures


TCW Relative Value Dividend Appreciation Fund (TGDFX, TGIGX) |

As of March 31, 2017

The performance data presented represents past performance and is no guarantee of future results. Total returns include reinvestment of dividends and distributions. Current performance may be lower or higher than the performance data presented. Performance data current to the most recent month end is available on the Fund’s website at TCW.com. Investment returns and principal value will fluctuate with market conditions. The value of an investment in the Fund, when redeemed, may be worth more or less than its original purchase cost. The index is not available for direct investment; therefore its performance does not reflect a reduction for fees or expenses incurred in managing a portfolio. The securities in the index may be substantially different from those in the Fund.

 

1 For the TCW Relative Value Dividend Appreciation N Share Fund, the performance data includes the performance of the Fund’s predecessor investment company, (“SG Cowen Predecessor Fund”), which prior to December 14, 2001, was managed by SG Cowen Asset Management Company, Inc. The SG Cowen Predecessor Fund has investment objectives and strategies that are substantially similar to the Fund. The SG Cowen Predecessor Fund’s performance was calculated using the fees and expenses of the Class A shares not including the 4.75% sales charge for Class A shares of the SG Cowen Predecessor Fund.

 

2 Russell 1000® Value Index – Measures the performance of the 1,000 largest of the 3,000 largest U.S.-domiciled companies (based on total market capitalization) with lower price-to-book ratios and lower forecasted growth values. Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Russell Investment Group.

 

3 The annualized since inception return for the index reflects the inception date of the TCW Class I and Class N Share Funds, respectively. For periods 10/29/04 – 3/31/17; 9/19/86 – 3/31/17.

4 Effective February 28, 2017, the Advisor has contractually agreed to cap the expenses (excluding interest and acquired fund fees and expenses, if any) of each class of the Fund at 1.00% until March 1, 2018.

             

FUND RISKS

Equity investments entail equity risk and price volatility risk. The value of stocks and other equity securities will change based on changes in a company’s financial condition and in overall market and economic conditions.

This material is for general information purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security. TCW, its officers, directors, employees or clients may have positions in securities or investments mentioned in this publication, which positions may change at any time, without notice. While the information and statistical data contained herein are based on sources believed to be reliable, we do not represent that it is accurate and should not be relied on as such or be the basis for an investment decision. The information contained herein may include preliminary information and/or "forward-looking statements." Due to numerous factors, actual events may differ substantially from those presented. TCW assumes no duty to update any forward-looking statements or opinions in this document. Any opinions expressed herein are current only as of the time made and are subject to change without notice. Past performance is no guarantee of future results. © 2017 TCW 

 

For non-U.S. investors, the attached media reprint is for illustrative purposes only. This material should not be considered a solicitation or offering of shares in a TCW, MetWest, or TCW Alternative mutual fund; TCW, MetWest, and TCW Alternative mutual funds are offered only in the United States.

 

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 or you may download the Prospectus from the Fund’s website at TCW.com. Please read it carefully.

 

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