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TCW Select Equities Fund (TGCNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.84-0.05 (-0.22%)
At close: 08:01PM EDT

TCW Select Equities Fund

Los Angeles, CA 90017

865 South Figueroa Street

Tcw Funds Inc

Management Information
Brandon D. Bond,Lead Manager since January 31, 2023
Mr. Bond is a Co-Portfolio Manager for the Concentrated Core investment strategy, including the TCW Select Equities Fund. Previously, he was a Senior Analyst for the strategy with generalist research responsibilities. Prior to joining the Concentrated Core group in 2009, he was a Senior Equity Analyst on the Equity Research team covering the financial services sector. He first joined TCW in 2003 as part of the firm’s Summer Associate Program. He rejoined the firm full-time in 2004 after completing his MBA in Finance and Accounting from the UCLA Anderson School of Management where he was a Student Investment Fund Fellow and Edward W. Carter Fellow. Prior to business school, he worked as a consultant in Accenture’s Electronics and High-Tech Practice. Mr. Bond graduated Summa Cum Laude from Brigham Young University with a BA in Marketing Communications and minors in Business Management and Japanese. He is a CFA charterholder.
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 Assets670.99M
YTD Return13.53%
Yield0.00%
Morningstar Rating★★★
Inception DateFeb 25, 1993

Fund Operations

Last DividendN/A
Last Cap Gain75.00
Holdings Turnover10.42%
Average for CategoryN/A

Fees & Expenses

ExpenseTGCNXCategory Average
Annual Report Expense Ratio (net)0.77%0.99%
Prospectus Net Expense Ratio0.77%N/A
Prospectus Gross Expense Ratio0.77%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