TCW Growth Equities Fund Class Institutional (TGGEX)

13.33
Net Asset Value
+0.60%
1 Day
+2.78%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.32%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests (except when maintaining a temporary defensive position) at least 80% of the value of its net assets 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 manager.

Performance

1 month+2.22% 3 years+17.09%
3 months+2.07% 5 years+12.58%
1 year+5.59% Since inception+8.27%
Data through --

Peer Comparisonvs. Mid-cap growth

 TGGEXCategory
Performance 5-yr return+12.58%+14.82%
Expense ratio1.32%1.35%
Risk 5 year sharpe ratio0.791.02
Net assets$26.6M$1.3B
Average market cap$8.6B$9.1B
Average P/E26.324.3
Portfolio turnover79%79%

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Fund Management and Purchase Info

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

Holdings

U.S. stock95.12%
Cash2.81%
International stock2.07%
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
ISRG Intuitive Surgical Inc3.50%
DKS Dick's Sporting Goods Inc3.33%
HAIN Hain Celestial Group Inc3.31%
MNST Monster Beverage Corp2.86%
CERN Cerner Corp2.76%
NOW ServiceNow Inc2.65%
FEYE FireEye Inc2.60%
TROW T. Rowe Price Group Inc2.60%
UA Under Armour Inc Class A2.49%
WDAY Workday Inc Class A2.45%

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