Nasdaq - Delayed Quote USD

TCW Select Equities Fund (TGCEX)

28.97 -0.23 (-0.79%)
At close: 8:06 AM EDT

Fund Summary

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. It invests primarily in equity securities of mid- and large-capitalization companies. The portfolio manager uses a highly focused approach, which seeks to achieve superior long-term returns over a full market cycle by owning shares of companies that the portfolio manager believes to have strong and enduring business models and inherent advantages over their competitors.

TCW Select Equities Fund

Los Angeles, CA 90017
865 South Figueroa Street

Fund Overview

Category Large Growth
Fund Family TCW
Net Assets 670.99M
YTD Return 13.54%
Yield 0.00%
Morningstar Rating
Inception Date Feb 26, 1993

Fund Operations

Last Dividend 0.00
Last Cap Gain 75.00
Holdings Turnover 10.42%
Average for Category --

Fees & Expenses

Expense TGCEX Category Average
Annual Report Expense Ratio (net) 0.77% 0.99%
Prospectus Net Expense Ratio 0.77% --
Prospectus Gross Expense Ratio 0.77% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Brandon D. Bond, Lead Manager since February 01, 2023
Mr. Bond is a Co-Portfolio Manager for the Concentrated Core investment strategy, including the TCW Select Equities Fund. Previously, he was a Senior Analyst for the strategy with generalist research responsibilities. Prior to joining the Concentrated Core group in 2009, he was a Senior Equity Analyst on the Equity Research team covering the financial services sector. He first joined TCW in 2003 as part of the firm’s Summer Associate Program. He rejoined the firm full-time in 2004 after completing his MBA in Finance and Accounting from the UCLA Anderson School of Management where he was a Student Investment Fund Fellow and Edward W. Carter Fellow. Prior to business school, he worked as a consultant in Accenture’s Electronics and High-Tech Practice. Mr. Bond graduated Summa Cum Laude from Brigham Young University with a BA in Marketing Communications and minors in Business Management and Japanese. He is a CFA charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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