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-1.31% 3 years+15.45%
3 months+5.58% 5 years+15.11%
1 year+9.75% Since inception+9.37%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.11%+14.09%
Expense ratio0.83%1.23%
Risk 5 year sharpe ratio1.010.98
Net assets$1.8B$2.7B
Average market cap$35.5B$70.2B
Average P/E31.222.3
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. stock91.29%
International stock6.76%
Fixed income0.97%
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 Inc5.38%
AMT American Tower Corp4.75%
GOOG Google Inc Class C4.72%
V Visa Inc Class A4.66%
CERN Cerner Corp4.38%
SBUX Starbucks Corp4.15%
ACE ACE Ltd3.96%
CELG Celgene Corp3.89%
PCLN Priceline Group Inc3.86%
PCP Precision Castparts Corp3.55%

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