TCW Focused Equities I
865 South Figueroa Street Los Angeles CA 90017
Map
Phone: 800-386-3829
| Category: | Large Blend | | Fund Family: | TCW | | Net Assets: | 36.71M | | Year-to-Date Return: | 23.45% | | Yield: | 0.68% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-04 |
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N. John Snider
Lead Manager since
01-Mar-01 | | | Snider serves as managing director and portfolio manager with TCW Asset Management Company and Trust Company of the West, his employer since April 2000. Previously, he was vice president and portfolio manager with Provident Investment Counsel from October 1998 to April 2000. Prior to that, he was a portfolio manager with Arco Investment Management Company. |
| 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 normally invests at least 80% of net assets in publicly traded equity securities of large companies with a market capitalization of greater than $3 billion dollars. It may invest in companies trading below their intrinsic value. The fund is nondiversified. |
| Last Dividend
(19-Dec-08):
| 0.07 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | TGFFX | Category
Avg | | Total Expense Ratio: | 0.82%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 322 | $774 | | 5 Yr Expense Projection*: |
$ 558 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,236 | $2,366 |
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2.03% Nasdaq 
0.01 (0.10%) 
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