TCW Growth Equities N
865 S. Figueroa 18th Floor
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Phone: 800-386-3829
| Category: | Mid-Cap Growth | | Fund Family: | TCW | | Net Assets: | 9.36M | | Year-to-Date Return: | -13.35% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-04 |
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R.Brendt Stallings
Lead Manager since
01-Mar-04 | | | Stallings came to TCW in 1996, joining the US Equity Research Department as an analyst. prior, he was an equity analyst with Chancellor LGT Asset Mgt (GT Global) from 1995-1996 and a business analyst in Andersen Consultings Strategic Services Division from 1990-1993. Stallings 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 typically invests at least 80% of assets in equity securities. It generally invests in companies with a market capitalization that falls within the Russell MidCap Growth index. The fund may invest in securities of foreign companies listed on a U.S. exchange or in American Depository Receipts (ADRs) of such companies. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(21-Dec-07):
| 1.38 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 117.29% |
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| Expense | TGDNX | Category
Avg | | Total Expense Ratio: | 1.54%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$685 | $696 | | 5 Yr Expense Projection*: |
$1,175 | $1,084 | | 10 Yr Expense Projection*: |
$2,524 | $2,130 |
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1.47% Nasdaq 
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