TCW SMID Cap Growth Fund N Share Class (TGMDX)

15.16
Net Asset Value
+0.40%
1 Day
+0.40%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.61%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long term capital appreciation. The fund invests (except when maintaining a temporary defensive position) at least 80% of the value of its net assets in equity securities issued by companies with market capitalizations, at the time of acquisition, within the capitalization range of companies comprising the Russell 2500 ® Growth Index. It may invest in securities of foreign companies, including companies in emerging or developing markets, listed on a U.S. exchange, ADRs or ADS. The fund is non-diversified.

Performance

1 month+2.57% 3 years+17.35%
3 months+1.54% 5 years--
1 year+3.27% Since inception+10.40%
Data through --

Peer Comparisonvs. Mid-cap growth

 TGMDXCategory
Performance 5-yr return--+14.82%
Expense ratio1.61%1.35%
Risk 5 year sharpe ratio--1.02
Net assets$52.3M$1.3B
Average market cap$4.2B$9.1B
Average P/E27.724.3
Portfolio turnover73%73%

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Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureMichael Olson / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00

Holdings

U.S. stock96.67%
International stock2.42%
Cash0.91%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 17.58%
Consumer service 14.72%
Energy 13.49%
Hardware 9.46%
Business service 8.45%
Top 10 Holdings
Portfolio weighting
SPLK Splunk Inc2.93%
FEYE FireEye Inc2.58%
CSOD Cornerstone OnDemand Inc2.36%
SAM Boston Beer Co Inc Class A2.34%
BEAV B/E Aerospace Inc2.31%
GTLS Chart Industries Inc2.30%
LQ La Quinta Holdings Inc2.27%
VNCE Vince Holding Corp2.21%
MIDD The Middleby Corp2.20%
ANSS Ansys Inc2.11%

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