TCW Growth Equities I
TCW Funds 865 S. Figueroa 18th Floor Los Angeles, CA 90017
Map
Phone: 800-386-3829
| Category: | Mid-Cap Growth | | Fund Family: | TCW | | Net Assets: | 45.60M | | Year-to-Date Return: | 42.35% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-04 |
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Brendt Stallings
Lead Manager since
01-Mar-04 | | | Stallings is the senior portfolio manager of TCW's Growth Equities strategy. He co-founded Growth Equities in 1999 and has been its lead manager since January 2003. He has been a member of the TCW Small and Mid-Cap Growth Equities team since 1998. On the team, his analytic responsibilities have included many of the group?s investments in the business services, retail, financial services and technology industries. He came to TCW in 1996, joining the U.S. Equity Research Department as an analyst. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund typically invests at least 80% of assets in equity securities. It generally invests in companies with a market capitalization that falls within the Russell MidCap Growth index. The fund may invest in securities of foreign companies listed on a U.S. exchange or in American Depository Receipts (ADRs) of such companies. It is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(21-Dec-07):
| 1.38 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.16% |
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| Expense | TGGEX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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0.20% Nasdaq 
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