TCW Growth I
865 South Figueroa Street Los Angeles CA 90017
Map
Phone: 800-386-3829
| Category: | Large Growth | | Fund Family: | TCW | | Net Assets: | 410.00K | | Year-to-Date Return: | 36.15% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Dec-07 |
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Anthony S. Valencia
Lead Manager since
31-Dec-07 | | | Valencia is senior vice president at TCW Asset Management, his employer since January 2001. Prior to joining the company, he worked as an equity analyst with Van Deventer & Hoch. |
| 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 65% of the value of 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 3000 Growth Index. It may also invest in foreign securities listed on a U.S. exchange or in the form of depositary receipts such as American Depository Receipts (ADRs) or listed on a foreign exchange. The fund may invest in exchange traded funds (ETFs). It is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 110.55% |
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| Expense | TGGIX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.33% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 2,720 | $672 | | 5 Yr Expense Projection*: |
$ 4,325 | $1,053 | | 10 Yr Expense Projection*: |
$ 7,717 | $2,074 |
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1.20% Nasdaq 
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