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Morningstar

TCW Select Equities N TGCNX

Morningstar Medalist Rating
Medalist Rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 24.78  /  +0.36 %
  • Total Assets 660.0 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 10%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TGCNX

Will TGCNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TGCNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TGCNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TGCNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

TCW Select Equities N's recent fee cut is n't enough to counter the impact of its decreased People Pillar rating, resulting in a downgrade to this strategy's Morningstar Medalist Rating to Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TGCNX

More TGCNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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