TCW Value Opportunities I
865 South Figueroa Street Los Angeles CA 90017
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Phone: 800-386-3829
| Category: | Mid-Cap Blend | | Fund Family: | TCW | | Net Assets: | 207.19M | | Year-to-Date Return: | 27.18% | | Yield: | 0.97% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Nov-97 |
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Susan I. Suvall
Lead Manager since
03-Nov-97 | | | Suvall is lead portfolio manager with TCW. She joined TCW in 1985 as an equity analyst covering various industries and special situations for the small cap portfolio management team. Prior to joining TCW, she was with Wertheim Schroder and Co., where she served as a Research Liaison to equity sales from 1983 to 1985. Prior to WertheimSchroder, she was an Options Trader at Morgan Stanley from 1981 to 1983. |
| 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 65% of assets in equity securities of companies with market capitalizations within the range of companies comprising the Russell MidCap Value index. It is nondiversified. |
| Last Dividend
(19-Dec-08):
| 0.14 | | Last Cap Gain
(21-Dec-07):
| 3.25 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.37% |
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| Expense | TGVOX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.37% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 303 | $630 | | 5 Yr Expense Projection*: |
$ 525 | $972 | | 10 Yr Expense Projection*: |
$ 1,166 | $1,959 |
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0.17% Nasdaq 0.00%
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