Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

TCW SMID Cap Growth Fund N Share Class (TGMDX)

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 to provide long term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, 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.


1 month+2.69% 3 years+11.30%
3 months-1.08% 5 years+6.74%
1 year-5.41% Since inception+6.64%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+6.74%+11.71%
Expense ratio1.51%1.29%
Risk 5 year sharpe ratio--0.86
Net assets$32.4M$1.2B
Average market cap$4.7B$9.5B
Average P/E29.923.5
Portfolio turnover67%67%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureChang Lee / 3 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00


U.S. stock94.24%
International stock3.18%
Fixed income2.58%
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
TWTR Twitter2.84%
CSOD Cornerstone OnDemand Inc2.72%
LQ La Quinta Holdings Inc2.61%
WETF WisdomTree Investments Inc2.60%
-- 2.58%
TRIP TripAdvisor Inc2.48%
ATHN athenahealth Inc2.35%
DPLO Diplomat Pharmacy Inc2.33%
WDAY Workday Inc2.30%
SSYS Stratasys Ltd2.28%

Partner Offers