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    Consulting Group Large Cap Growth (TLGUX)

    20.54 Up 0.08(0.39%) Oct 9

    Profile as of Sep 29, 2015Get Profile for:
    Consulting Group Large Cap Growth
    Consulting Group Capital Markets Funds222 Delaware Avenue,7 Th FloorWilmington, DE 19801
    Phone: 888-454-3965
    Fund Overview 
    Category:Large Growth
    Fund Family:Morgan Stanley
    Net Assets:1.28B
    Year-to-Date Return:-3.75%
    Morningstar Rating:3 stars
    Fund Inception Date:Nov 18, 1991
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Thomas M. Pence
    Lead Manager since Oct 18, 2006
    Tom Pence is managing director and senior portfolio manager for the Fundamental Growth Equity team at Wells Capital Management. Tom has oversight and portfolio management responsibility for all growth equity portfolios managed by the team. He joined WellsCap from Strong Capital Management where he served as lead portfolio manager. Prior to joining Strong in 2000, Tom served as senior vice president and chief equity investment officer of Conseco Capital Management. While at Conseco, he was responsible for managing all tax-exempt and taxable growth equity portfolios as well as various mutual funds within the Conseco Fund Group. Prior to joining Conseco in 1991, Tom worked for the Forum Group, where he oversaw several transactions as part of the firm’s development and acquisition team. Before joining the Forum Group he was a financial consultant with Peterson & Company in Chicago. Tom holds a bachelor’s degree in business from Indiana University and a master’s degree in business administration with honors from the University of Notre Dame. He is a former board member of the Reese Investment Fund for Indiana University and has served as a director of the Indianapolis Society of Financial Analysts. Tom has earned the right to use the CFA designation.
    Investment Information 
    Min Initial Investment:100
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    TLGUX can be purchased from 6 brokerages.

    Fund Summary 
    The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of large capitalization (or "cap") companies or in other investments with similar economic characteristics. It defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000® Growth Index. The fund may invest up to 10% of its assets in the securities of foreign issuers that are not traded on a U.S. exchange or the U.S. over-the-counter market. It may also lend portfolio securities to earn additional income.

    Fund Operations 
    Last Dividend (Dec 7, 2014) : 0.07
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Oct 7, 2015) : 56.00%
    Average for Category:43.29%
    Fees & Expenses 
    ExpenseTLGUXCategory Avg
    Annual Report Expense Ratio (net):0.67%1.18%
    Prospectus Net Expense Ratio:0.67%N/A
    Prospectus Gross Expense Ratio:0.67%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:977506
    5 Yr Expense Projection*:1,659797
    10 Yr Expense Projection*:3,4761,625
    * Per $10,000 invested