Jeff Gundlach — The AAA-Team
“Jeff Heads What May Be the Nation's Best Mortgage Team”
Jeff Gundlach
Jeff Gundlach is undoubtedly 'The Mortgage Man'. He and his team at TCW Galileo concentrate solely on mortgage-backed securities –
AAA rated securities, nothing less – which is why we've dubbed them The AAA-team.
While some might see this focus as a liability, Jeff sees it as giving them an edge over more diversified funds. And he ought to know –
he's been on the team since 1993. His unusual style has produced a fund offering a rare combination of low costs and top-notch management.
His is the only fixed-income fund to win the S&P500/BusinessWeek award for Excellence in Fund Management three years in a row.
Gundlach and his team were awarded Morningstar's 2006 "Fixed-Income Manager of the Year" award.
Jeff came to TCW from Transamerica Corp where he was a senior loss-reserve manager and before that worked as an actuarial analyst with
Aetna (1981-82). He is currently managing director with TCW Asset Management and Trust Company of the West.
The fund we are investing in to gain access to Money Master Jeff Gundlach is:
| Fund Name: | TCW Galileo Total Return |
| Fund Symbol: | TGMNX |
| Fund Summary: | |
TCW Galileo Total Return Bond Fund seeks current income. The fund normally invests at least 80% of assets in long-term mortgage-backed securities issued or guaranteed by, or secured by collateral that is guaranteed by the United States government, its agencies, instrumentalities or its sponsored corporations, or private issued mortgage-backed securities rated AA or higher by Moody's or AA or higher by S&P. The weighted average duration is typically no more than eight years.
Click here for the Fund Fact Sheet.
* Notes: The 10-year average return shown for TGMNX is for the 10-year period 01/01/98 - 12/31/07. The average was calculated by adding the
results for the 10 consecutive calendar years shown and dividing that result by 10.
The 10-year average return and 10 individual annual performance results are shown with all dividends and gains reinvested and are net of all fund fees. All fund expenses have already been deducted from the percentage results shown.
Source for Calendar year results: Zephyr StyleADVISOR
Past performance is no guarantee of future results. Actual future results will vary.
The Retirement Corporation of America (RCA) is under no obligation to use featured managers or funds and will change managers should they fail to meet our selection criteria.
Information pertaining to RCA's advisory operations, services and fees is set forth in RCA's current disclosure statement (copy available upon request from RCA).