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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
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. The adviser defines small-mid cap companies as those whose market capitalization, at the time of purchase, are between $500 million and $10 billion.


1 month+1.78% 3 years+11.54%
3 months+1.71% 5 years+8.34%
1 year-10.17% Since inception+3.22%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+8.34%+11.71%
Expense ratio1.23%1.29%
Risk 5 year sharpe ratio0.590.86
Net assets$1.8M$1.2B
Average market cap$2.6B$9.5B
Average P/E25.723.5
Portfolio turnover149%149%

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Fund Management and Purchase Info

Fund familyTCM Funds
Fund manager & tenureRichard Johnson / 8 Years
Minimal initial investment$100,000.00
Minimum IRA investment$100,000.00


U.S. stock92.83%
International stock1.96%
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
WCN Waste Connections Inc2.80%
WOOF VCA Inc2.38%
MD MEDNAX Inc2.38%
ALR Alere Inc2.21%
TTWO Take-Two Interactive Software Inc2.11%
WCG WellCare Health Plans Inc2.02%
AMSG AmSurg Corp1.94%
-- 1.92%
CASY Caseys General Stores Inc1.83%
GME GameStop Corp1.81%