TCW Funds, Inc. - TCW New America Premier Equities Fund (TGUSX)
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TCW Funds, Inc. - TCW New America Premier Equities Fund
Los Angeles, CA 90017
865 South Figueroa Street
Tcw Funds Inc
Management Information
,Lead Manager since October 31, 2023
Mr. Horton leads Engine No. 1’s active ETF investments and is a senior member of Engine No. 1’s investment committees. His investment career has spanned both the public and private markets across a wide range of industries. Prior to joining Engine No. 1, Mr. Horton was a Managing Director at Maverick Capital, a long-short investment firm where he invested in industrials and a broad range of industries. Previously, he was a member of the Technology and Retail private equity teams at KKR. Mr. Horton began his career in the Technology, Media & Telecom group within the investment banking division of Goldman Sachs. Mr. Horton received a Master of Accountancy and a BS in Accounting from the Marriott School of Business at Brigham Young University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Growth
Fund FamilyTCW
Net Assets180.55M
YTD Return5.12%
Yield0.16%
Morningstar Rating★★★
Inception DateJan 28, 2016
Fund Operations
Last Dividend0.05
Last Cap Gain32.00
Holdings Turnover33.77%
Average for CategoryN/A
Fees & Expenses
ExpenseTGUSXCategory Average
Annual Report Expense Ratio (net)0.79%0.99%
Prospectus Net Expense Ratio0.79%N/A
Prospectus Gross Expense Ratio0.79%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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