Skip to Content

TCW Artificial Intelligence Equity I TGFTX

Medalist Rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 25.71  /  −0.35 %
  • Total Assets 59.9 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 32%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 12:21 AM GMT+0

Morningstar’s Analysis TGFTX

Will TGFTX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit TCW Artificial Intelligence Equity I to a Morningstar Medalist Rating of 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TGFTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.45 3.3 Mil
Technology

Meta Platforms Inc Class A

6.10 3.2 Mil
Communication Services

Arista Networks Inc

5.43 2.8 Mil
Technology

CrowdStrike Holdings Inc Class A

5.28 2.7 Mil
Technology

Microsoft Corp

4.64 2.4 Mil
Technology

Palo Alto Networks Inc

4.32 2.2 Mil
Technology

Amazon.com Inc

3.96 2.1 Mil
Consumer Cyclical

Alphabet Inc Class A

3.78 2.0 Mil
Communication Services

ServiceNow Inc

3.69 1.9 Mil
Technology

Micron Technology Inc

3.69 1.9 Mil
Technology