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TCW Growth Equities Fund Class Institutional (TGGEX)

11.42
Net Asset Value
+0.18%
1 Day
-3.95%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.42%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by companies with market capitalizations, at the time of acquisition, within the capitalization range of the companies comprising the Russell MidCap  Growth Index. It invests primarily in issuers which are characterized as "growth companies" according to criteria established by the portfolio managers.

Performance

1 month-7.00% 3 years+12.10%
3 months-8.05% 5 years+9.49%
1 year-3.56% Since inception+7.38%
Data through --

Peer Comparisonvs. Mid-cap growth

 TGGEXCategory
Performance 5-yr return+9.49%+16.81%
Expense ratio1.42%1.31%
Risk 5 year sharpe ratio0.691.03
Net assets$17.8M$1.3B
Average market cap$7.8B$9.8B
Average P/E29.725.2
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyTCW
Fund manager & tenureChang Lee / 2 Years
Minimal initial investment$2,000.00
Minimum IRA investment$500.00

Holdings

U.S. stock92.24%
Cash3.90%
International stock3.87%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service 18.52%
Healthcare 14.19%
Energy 13.04%
Financial service 10.05%
Consumer service 7.24%
Top 10 Holdings
Portfolio weighting
DKS Dick's Sporting Goods Inc3.55%
CSOD Cornerstone OnDemand Inc3.49%
TWTR Twitter3.43%
UNFI United Natural Foods Inc3.43%
UA Under Armour3.25%
WETF WisdomTree Investments Inc2.80%
MIDD Middleby Corp2.68%
STZ Constellation Brands Inc2.63%
WYNN Wynn Resorts2.52%
CLB Core Laboratories NV2.49%

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