TCW Focused Equities I
865 South Figueroa Street Los Angeles CA 90017
Map
Phone: 800-248-4486
| Category: | Large Blend | | Fund Family: | TCW | | Net Assets: | 6.44M | | Year-to-Date Return: | -7.40% | | Yield: | 0.39% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Nov-04 |
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Thomas K. McKissick
Lead Manager since
01-Mar-01 | | | McKissick is managing director with TCW Asset Management company and Trust Company of the West. |
| 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 normally invests at least 80% of net assets in publicly traded equity securities of large companies with a market capitalization of greater than $3 billion dollars. It may invest in companies trading below their intrinsic value. The fund is nondiversified. |
| Last Dividend
(21-Dec-07):
| 0.06 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 63.00% | | Average for Category:
| 71.30% |
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| Expense | TGFFX | Category
Avg | | Total Expense Ratio: | 1.18%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$375 | $577 | | 5 Yr Expense Projection*: |
$649 | $877 | | 10 Yr Expense Projection*: |
$1,432 | $1,739 |
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5.11% Nasdaq 0.00%
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