TCM Small-Mid Cap Growth (TCMMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of small to medium capitalization ("small-mid cap") companies. It defines small-mid cap companies as those whose market capitalization, at the time of purchase, are between $500 million and $10 billion. The fund may at times invest a significant portion of its assets (greater than 25%) in stocks of technology companies, representing various unrelated technology industries. It may also invest up to 20% of its net assets in equity securities of foreign issuers.


1 month-2.70% 3 years+20.69%
3 months-1.57% 5 years+14.16%
1 year+14.51% Since inception+5.26%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+14.16%+18.98%
Expense ratio0.97%1.34%
Risk 5 year sharpe ratio0.931.06
Net assets$49.4M$1.3B
Average market cap$2.8B$9.3B
Average P/E29.224.7
Portfolio turnover108%108%

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Fund Management and Purchase Info

Fund familyTCM Funds
Fund manager & tenureRichard Johnson / 7 Years
Minimal initial investment$100,000.00
Minimum IRA investment$100,000.00


U.S. stock93.63%
International stock3.56%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.67%
Hardware 16.22%
Healthcare 12.40%
Consumer service 11.23%
Consumer goods 7.18%
Top 10 Holdings
Portfolio weighting
IDTI Integrated Device Technology Inc2.37%
ICLR Icon PLC1.87%
LRCX Lam Research Corp1.80%
EXAM ExamWorks Group Inc1.78%
DY Dycom Industries Inc1.72%
SWKS Skyworks Solutions Inc1.68%
SSP E W Scripps Co Class A1.67%
GWR Genesee & Wyoming Inc Class A1.64%
CPRT Copart Inc1.60%
WCN Waste Connections Inc1.54%

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