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TCW Select Equities Fund Class I (TGCEX)

28.26
Net Asset Value
0.00%
1 Day
+7.33%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.86%
Expense Ratio
Average
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.

Performance

1 month-5.33% 3 years+15.50%
3 months+1.73% 5 years+16.91%
1 year+10.75% Since inception+9.74%
Data through --

Peer Comparisonvs. Large growth

 TGCEXCategory
Performance 5-yr return+16.91%+16.96%
Expense ratio0.86%1.20%
Risk 5 year sharpe ratio1.321.19
Net assets$1.8B$2.8B
Average market cap$41.2B$81.2B
Average P/E35.523.1
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

Holdings

U.S. stock85.71%
International stock11.38%
Cash2.91%
Fixed income0.00%
Other0.00%
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.com5.60%
GOOG Google5.18%
V Visa4.73%
AMT American Tower4.73%
SBUX Starbucks4.45%
CERN Cerner Corp4.19%
CELG Celgene4.14%
FB Facebook4.13%
PCLN Priceline3.97%
ALXN Alexion Pharmaceuticals Inc3.42%

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