Concentrated portfolio can lead to the occasional bout of underperformance.EBAYThis fund has built a decent record using a simple approach of buying and holding quality businesses.Reasonable expenses.Craig Blum is the fund's sole manager. Former comanager Stephen Burlingame left the firm in
Y PAGYX AAGR -1.74 4.76 27.15 3.98 3.53 5.09 N/A 7/14/1994 0.96% GROWTH TCW GALILEO SELECT EQ FD I CL TGCEX N/A -0.85 7.22 37.69 7.74 5.26 3.26 N/A 3/1/1993 0.92% ARTISAN MID CAP FUND ARTMX MIDCAP -0
Y PAGYX AAGR -1.74 4.76 27.15 3.98 3.53 5.09 N/A 7/14/1994 0.96% GROWTH TCW GALILEO SELECT EQ FD I CL TGCEX N/A -0.85 7.22 37.69 7.74 5.26 3.26 N/A 3/1/1993 0.92% ARTISAN MID CAP FUND ARTMX MIDCAP -0
Concentrated portfolio can lead to the occasional bout of underperformance.EBAYThis fund has built a strong record using a simple approach of buying and holding quality businesses.Reasonable expenses.Craig Blum is the sole manager of the fund. Former comanager Stephen Burlingame left the firm in
the tough times are likely to enjoy solid results over the long term as shareholders have in the past. TCW Select Equities TGCEX Managers Steve Burlingame and Craig Blum aren't as well known as Rodriguez or Muhlenkamp. In fact, they've only been running
driven stellar returns. Enterprise Equity ENEAX This fund mirrors a much-better-known offering, TCW Galileo Select Equity TGCEX . That zesty fund is managed by a team whose lead manager, Glen Bickerstaff, is stepping down at the end of 2004. Comanagers
important than others, and we'll use today's column to highlight six of the most significant ones. TCW Galileo Select Equities TGCEX Few growth managers have built a record as distinguished as Glen Bickerstaff's, but it's not just his record that's worth
Net Net MNNAX is up 10% for the year to date. Among funds with more than $1 billion in assets, TCW Galileo Select Equities TGCEX has posted a pleasing 8% gain thanks to big biotech stocks like Amgen AMGN and hardware stocks like Maxim Integrated Product
This fund might not make headlines, but it should draw considerable attention.
positions. Then again, maybe they just need to switch to decaf. The cheapest fund on the list is TCW Galileo Select Equity TGCEX , which is institutional. You have to buy the fund through a supermarket or pay a higher expense ratio for the N shares. It