TCW Large Cap Growth N 865 South Figueroa Street Los Angeles CA 90017 Map
Phone: 800-386-3829
| Category: | Large Growth | | Fund Family: | TCW | | Net Assets: | 2.31M | | Year-to-Date Return: | -37.13% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 06-Feb-06 |
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Derek S. Derman
Lead Manager since
23-Nov-05 | | | Derman is a senior vice president of the Advisor, TCW Asset Management Company and Trust Company of the West since September 2005. Previously, he was a co-Portfolio manager at Provident Investment Counsel. |
| 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
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 97.51% |
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| Expense | TGLFX | Category Avg | | Total Expense Ratio: | 1.43%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$563 | $615 | | 5 Yr Expense Projection*: |
$970 | $944 | | 10 Yr Expense Projection*: |
$2,105 | $1,866 |
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