TCW Select Equities Fund Class I (TGCEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large 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 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities. It invests primarily in equity securities of mid- and large-capitalization companies. Equity securities include common and preferred stock; rights or warrants to purchase common or preferred stock; securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures; American Depository Receipts (ADRs); and other securities with equity characteristics.


1 month+1.41% 3 years+13.31%
3 months+6.18% 5 years+14.05%
1 year+15.73% Since inception+9.42%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+14.05%+13.86%
Expense ratio0.86%1.22%
Risk 5 year sharpe ratio1.020.97
Net assets$1.7B$2.8B
Average market cap$36.9B$73.6B
Average P/E31.821.3
Portfolio turnover26%26%

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Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureCraig Blum / 11 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00


U.S. stock87.11%
International stock11.88%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Telecommunication 17.02%
Healthcare 15.35%
Energy 13.66%
Consumer service 10.34%
Industrial materials 9.09%
Top 10 Holdings
Portfolio weighting
CRM Salesforce.com5.86%
GOOG Google4.95%
AMT American Tower4.89%
CERN Cerner Corp4.79%
SBUX Starbucks4.62%
PCLN Priceline4.50%
V Visa4.49%
FB Facebook4.05%
CELG Celgene3.98%
ACE ACE Ltd3.73%

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