TCW Small Cap Growth I 865 South Figueroa Street Los Angeles CA 90017 Map
Phone: 800-386-3829
| Category: | Small Growth | | Fund Family: | TCW | | Net Assets: | 204.79M | | Year-to-Date Return: | 51.98% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-94 |
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Husam H. Nazer
Lead Manager since
28-Feb-05 | | | Nazer is a senior portfolio manager with TCW. He has been a member of the Small and Mid-Cap Growth Equities team since 2000 and joined TCW's US Equity Research Department in 1995. |
| 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 capital appreciation. The fund normally invests at least 80% of assets in common stocks and convertibles of issuers with market caps within the capitalization range of the companies comprising the Russell 2000 Growth index. It may invest in convertible and nonconvertible debt rated below investment-grade. The fund is nondiversified. |
| Last Dividend
(3-Jul-96):
| 0.01 | | Last Cap Gain
(5-Dec-00):
| 0.74 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 133.38% |
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| Expense | TGSCX | Category Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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