| 22.25 Net Asset Value | -1.16% 1 Day | +10.04% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 0.86% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +7.04% | 3 years | +17.91% | |
| 3 months | +6.94% | 5 years | +8.48% | |
| 1 year | +20.69% | Since inception | +8.80% |
| TGCEX | Category | |
|---|---|---|
| Performance 5-yr return | +8.48% | +5.42% |
| Expense ratio | 0.86% | 1.28% |
| Risk 5 year sharpe ratio | 0.48 | 0.31 |
| Net assets | $1.4B | $2.0B |
| Average market cap | $37.4B | $42.9B |
| Average P/E | 23.7 | 19.8 |
| Portfolio turnover | 20% | 20% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | TCW |
| Fund manager & tenure | Craig Blum / 9 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Telecommunication | 17.02% |
| Healthcare | 15.35% |
| Energy | 13.66% |
| Consumer service | 10.34% |
| Industrial materials | 9.09% |
| AAPL Apple Inc | 5.63% |
| QCOM Qualcomm, Inc. | 5.37% |
| AMT American Tower Corp | 4.57% |
| ACE ACE Ltd | 4.06% |
| GOOG Google, Inc. Class A | 4.01% |
| CRM Salesforce.com, Inc. | 3.92% |
| AGN Allergan, Inc. | 3.85% |
| V Visa, Inc. | 3.81% |
| SBUX Starbucks Corporation | 3.79% |
| FAST Fastenal Company | 3.33% |
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