LA Firm Announces Asset Allocation Suite

January 16, 2007 (PLANSPONSOR.com) - A Los Angeles investment company has unveiled four new asset allocation mutual funds.

A news release from the TCW Group said the new offerings provide investors various levels of risk and expected return based on individual investment objectives, with the ultimate goal of helping investors effectively meet their long-term financial goals.

According to the announcement, the asset allocation strategy for each fund will be managed by a team of investment professionals led by TCW Chief Global Strategist Komal Sri-Kumar.

“We have chosen the four funds in the LifePlan series carefully, taking into consideration both the investors’ need to plan for their future, as well as TCW’s strengths in a variety of investment disciplines – equities and fixed income, domestic and international,” Sri-Kumar said in the announcement. “We believe investment returns will be increasingly important to Americans as they realize that they are going to live longer than their parents and, at the same time, that Social Security will not adequately meet their needs.”

The new offerings include:

  • The TCW LifePlan Conservative Fund, which will invest approximately 60% of fund assets in bonds and 40% in equities, although this allocation will vary based on TCW’s assessment of market conditions.
  • The TCW LifePlan Moderate Fund will invest approximately 60% of fund assets in equities and 40% in bonds, although this allocation will vary based on TCW’s assessment of market conditions.
  • The TCW LifePlan Aggressive Fund will invest approximately 80% of fund assets in equities and 20% in bonds, although this allocation will vary based on TCW’s assessment of market conditions.
  • The TCW LifePlan Global Aggressive Fund will invest approximately 75% of fund assets inU.S. and international equities and 25% in U.S. and international bonds, although this allocation will vary based on TCW’s assessment of market conditions.

For information on the TCW Funds, please call 1-800-386-3829 or visit  www.tcw.com .

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