Jeff Gundlach — The AAA-Team

“Jeff Heads What May Be the Nation's Best Mortgage Team”

Jeff Gundlach

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.

Jeff Gundlach's Scorecard

These five criteria contribute to the selection process which helped us to choose Jeff Gundlach as one of our select group of Money Masters.

1 Manager Tenure Check!
2 Performance Results Check!
3 Style Consistency Check!
4 Regulatory Compliance Check!
5 Availability Check!

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.

TCW
  • Founded over 30 years ago, TCW is one of the largest independent fund managers in the US.
  • TCW offers institutional and individual investors a wide array of US equities, fixed income, alternatives and international strategies.
  • $147 billion of assets under management.
  • Since Jan, 2004, a component of the ‘Global Investment Management and Services' Division of the Societe Generale Group - France's No 1 non-mutual retail banking group.

* 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).