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. 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.


1 month+4.31% 3 years+13.40%
3 months+1.83% 5 years--
1 year+6.00% Since inception+10.82%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return--+18.98%
Expense ratio1.61%1.34%
Risk 5 year sharpe ratio--1.06
Net assets$52.0M$1.3B
Average market cap$4.2B$9.3B
Average P/E27.424.7
Portfolio turnover73%73%

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Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureMichael Olson / 1 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00


U.S. stock92.95%
International stock5.09%
Fixed income0.00%
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 Inc3.05%
FEYE FireEye Inc2.68%
DKS Dick's Sporting Goods Inc2.53%
CLB Core Laboratories NV2.49%
KATE Kate Spade & Co2.48%
ATHN AthenaHealth Inc2.44%
YELP Yelp Inc Class A2.38%
HNT Health Net Inc2.25%
ISRG Intuitive Surgical Inc2.09%
ANSS Ansys Inc2.08%

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