TCW Select Equities I
865 South Figueroa Street Los Angeles CA 90017
Map
Phone: 800-248-4486
| Category: | Large Growth | | Fund Family: | TCW | | Net Assets: | 538.30M | | Year-to-Date Return: | -34.01% | | Yield: | 0.06% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-93 |
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Craig C. Blum
Lead Manager since
02-Jan-04 | | | Blum is a managing director of U.S. equities with TCW Investment Management Company. He previously served as a managing director in TCW Concentrated Core Equities. In 2003 he served as a senior vice president of U.S. TCW Concentrated Core Equities and from 2001 to 2002 he was vice president, U.S. equities, central research analyst. He joined TCW in 1999. Blum holds the Chartered Financial Analyst designation. |
| 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 the common stocks of larger companies. It invests at least 80% of net assets in equity securities of these companies. It may invest some assets in options, futures and foreign currency futures, and forward contracts. The fund is nondiversified. |
| Last Dividend
(21-Dec-07):
| 0.01 | | Last Cap Gain
(21-Dec-07):
| 2.08 | | Annual Holdings Turnover
| 32.00% | | Average for Category:
| 97.51% |
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| Expense | TGCEX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$293 | $615 | | 5 Yr Expense Projection*: |
$509 | $944 | | 10 Yr Expense Projection*: |
$1,131 | $1,866 |
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2.63% Nasdaq 0.00%
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