TCW Select Equities Fund Class I (TGCEX)

28.41
Net Asset Value
-0.56%
1 Day
+13.96%
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+3.84% 3 years+13.09%
3 months+7.90% 5 years+15.69%
1 year+25.67% Since inception+9.86%
Data through --

Peer Comparisonvs. Large growth

 TGCEXCategory
Performance 5-yr return+15.69%+13.81%
Expense ratio0.88%1.10%
Risk 5 year sharpe ratio1.051.17
Net assets$939.9M$3.6B
Average market cap$82.7B$154.1B
Average P/E36.526.8
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. stock96.58%
International stock4.89%
Fixed income0.00%
Cash0.00%
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 Amazon6.80%
V Visa6.30%
FB Facebook6.19%
GOOG Google6.07%
ADBE Adobe5.94%
CRM Salesforce.com4.96%
NOW ServiceNow Inc4.30%
AMT American Tower4.22%
PYPL PayPal Holdings Inc3.74%
BKNG Priceline2.95%