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 Small Cap Growth Fund Class N (TGSNX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks 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 the companies comprising the Russell 2000  Growth Index. It may invest in securities of foreign companies, including emerging or developing markets companies, listed on a U.S. exchange or in American Depository Receipts (ADRs).


1 month+6.70% 3 years+13.85%
3 months+0.57% 5 years+6.56%
1 year-2.35% Since inception+3.66%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+6.56%+12.11%
Expense ratio1.46%1.37%
Risk 5 year sharpe ratio0.410.78
Net assets$116.7M$770.2M
Average market cap$1.9B$2.8B
Average P/E29.826.9
Portfolio turnover76%76%

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. stock96.13%
Fixed income1.98%
International stock1.89%
Top 5 Sectors
Portfolio weighting
Healthcare 22.45%
Consumer service 16.26%
Hardware 10.95%
Energy 8.96%
Financial service 7.99%
Top 10 Holdings
Portfolio weighting
LQ La Quinta Holdings Inc2.61%
UNFI United Natural Foods Inc2.51%
CSOD Cornerstone OnDemand Inc2.30%
DPLO Diplomat Pharmacy Inc2.24%
WETF WisdomTree Investments Inc2.17%
DWRE Demandware Inc2.14%
JBT John Bean Technologies Corp2.12%
FNGN Financial Engines Inc2.07%
CPHD Cepheid2.06%
-- 1.98%