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. The fund invests (except when maintaining a temporary defensive position) 80% of the value of its net assets 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+4.93% 3 years+14.39%
3 months+4.90% 5 years+15.36%
1 year+9.19% Since inception+9.21%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.36%+14.09%
Expense ratio0.83%1.22%
Risk 5 year sharpe ratio1.061.06
Net assets$1.7B$2.8B
Average market cap$34.5B$70.2B
Average P/E32.120.9
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. stock90.38%
International stock7.93%
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.com5.33%
GOOG Google5.20%
AMT American Tower4.85%
V Visa4.71%
CERN Cerner Corp4.67%
SBUX Starbucks4.60%
CELG Celgene4.31%
ACE ACE Ltd3.87%
PCLN Priceline3.85%
ILMN Illumina Inc3.65%

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