TCW Large Cap Growth I
865 South Figueroa Street Los Angeles CA 90017
Map
Phone: 800-386-3829
| Category: | Large Growth | | Fund Family: | TCW | | Net Assets: | 18.58M | | Year-to-Date Return: | 31.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Feb-06 |
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Derek S. Derman
Lead Manager since
23-Nov-05 | | | Derman is co-portfolio manager of the Large Cap Growth strategy. Prior to joining the firm in 2005, he served as a co-portfolio manager of Provident Investment Counsel's Large Cap Flexible Growth product. In addition to Derman's portfolio manager responsibilities, he also performed the research function for the Financial Services and Industrial sectors. |
| 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 invests primarily in equity securities of large recapitalization companies. It invests at least 80% of assets in publicly traded equity securities of companies with a market capitalization of greater than $3 billion dollars at the time of purchase. The fund typically invests in a portfolio of 35 to 50 securities. It is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 57.99% | | Average for Category:
| 110.55% |
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| Expense | TGLCX | Category
Avg | | Total Expense Ratio: | 1.11%
| 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*: |
$ 353 | $672 | | 5 Yr Expense Projection*: |
$ 612 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,352 | $2,074 |
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0.34% Nasdaq 0.00%
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