Strategy Information
Product Name |
1-mo |
3-mo |
YTD |
1-yr
|
3-yr |
5-yr |
Since Inception
[06/30/1995]
|
TCW (Gross) |
1.82% |
1.76% |
0.55% |
0.55% |
2.23% |
2.62% |
5.70% |
TCW (Net) |
1.80% |
1.70% |
0.30% |
0.30% |
1.95% |
2.30% |
5.39% |
Bloomberg Barclays U.S. Aggregate Bond Index |
1.84% |
1.64% |
0.01% |
0.01% |
2.06% |
2.52% |
5.07% |
as of 12/31/2018 (updated quarterly)
The investment objective is to invest across U.S. Fixed Income sectors and to seek to outperform by applying specialized management expertise and allocating capital among the U.S. government, mortgage-backed and corporate bond sectors.
The TCW Constrained Core Fixed Income exploits sector allocation as a key approach to risk management, blending top-down sector allocation with bottom-up fundamental research and securities selection by the sector specialists. This approach distinguishes the strategy from investment funds that rely on high-beta, indexing or closet-indexing strategies. The strategy allocates across these sectors: U.S. Governments, Investment-Grade Corporate Bonds and Mortgage-Backed Securities.