TCW Select Equities Fund Class I (TGCEX)

26.68
Net Asset Value
-0.63%
1 Day
+7.02%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.88%
Expense Ratio
Above 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-0.19% 3 years+12.54%
3 months+1.74% 5 years+14.49%
1 year+27.01% Since inception+9.65%
Data through --

Peer Comparisonvs. Large growth

 TGCEXCategory
Performance 5-yr return+14.49%+13.81%
Expense ratio0.88%1.10%
Risk 5 year sharpe ratio0.981.18
Net assets$909.5M$3.6B
Average market cap$72.7B$149.6B
Average P/E37.227.1
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureCraig Blum / 14 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00

Holdings

U.S. stock93.60%
International stock5.07%
Cash1.33%
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
AMZN Amazon6.29%
GOOG Google6.00%
V Visa6.00%
ADBE Adobe5.46%
FB Facebook5.36%
CRM Salesforce.com4.78%
AMT American Tower4.57%
NOW ServiceNow Inc4.23%
PYPL PayPal Holdings Inc3.78%
BKNG Priceline3.01%