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TCM Small Cap Growth (TCMSX) Fund Ranking and Research

Ranking, Research and Recommendation of TCM Small Cap Growth (TCMSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of TCM Small Cap Growth Fund (TCMSX) ManagerFund Manager - Richard J. Johnson

Fund Manager Information

Fund Manager Tenure: 15.8 years
Fund Family: TCM Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Johnson is the chief investment officer of TCM and supervises TCM's investment team. Prior to founding TCM in 2004, Johnson held various executive investment positions at Columbia Management Advisors, Inc. (1994-2004) and was a portfolio manager and analyst for Provident Investment Counsel (1990-1994). Johnson holds the Chartered Financial Analyst designation.  Get more insights on Richard J. Johnson

 

Graph of TCM Small Cap Growth Fund (TCMSX) ProfileTCM Small Cap Growth Fund (TCMSX) Profile

Fund Profile and Description

TCM Small Cap Growth Fund seeks long-term capital appreciation. TCM Small Cap Growth Fund invests at least 80% of assets in stocks of small-capitalization companies. It defines small-cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2000 Index. TCM Small Cap Growth Fund may also invest up to 20% of net assets in equity securities of foreign issuer.

 

TCM Small Cap Growth (TCMSX) Fund Strength What we like about TCM Small Cap Growth (TCMSX) Fund

Data for TCM Small Cap Growth Fund (TCMSX) as of May 30, 2016

  • TCM Small Cap Growth Fund (TCMSX) management has been with TCM Small Cap Growth Fund for 15.8 years
  • TCM Small Cap Growth Fund (TCMSX) has good short-term performance (1-year return -7.64% vs -7.74% Small Growth category median performance)
  • TCM Small Cap Growth Fund (TCMSX) has good mid-term performance (3-year return 10.14% vs 6.86% Small Growth category median performance)
  • TCM Small Cap Growth Fund (TCMSX) has good Long-term performance (5-year return 8.56% vs 7.01% Small Growth category median performance)
  • TCM Small Cap Growth Fund (TCMSX) ratio of up-years vs down years is greater than 2
  • TCM Small Cap Growth Fund (TCMSX) has a Morningstar rating of 4 and above
  • Asset base in TCM Small Cap Growth Fund (TCMSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • TCM Small Cap Growth Fund (TCMSX) is less volatile than its peers as it has a 3-year Standard Deviation of 15, lower than category average of 15.82
  • TCM Small Cap Growth Fund (TCMSX) has a lower expense ratio than its Small Growth average: 0.93% vs 1.31%
  • TCM Small Cap Growth Fund (TCMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

TCM Small Cap Growth Fund (TCMSX) Weakness What we are cautious about TCM Small Cap Growth (TCMSX) Fund

Data for TCM Small Cap Growth Fund (TCMSX) as of May 30, 2016

  • TCM Small Cap Growth Fund (TCMSX) has an annual stock turnover rate of 137.00% that is higher than the Small Growth average of 63.11%. This could mean TCM Small Cap Growth is more nimble, but also signal potential high tax impact and high trading fees
See TCM Small Cap Growth Fund (TCMSX) performance details as of May 30, 2016

 

What do you think?

 

Compare TCM Small Cap Growth Fund (TCMSX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
TCM Small Cap Growth0.56-7.6410.148.56
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare TCM Small Cap Growth Fund (TCMSX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of TCM Small Cap Growth Fund (TCMSX) Net Asset TrackingTCM Small Cap Growth (TCMSX) Fund Net Asset

Track net asset change of TCM Small Cap Growth fund (TCMSX)

DateNet Asset
05/2016$256.08M
03/2016$246.53M
02/2016$232.33M
More historic net asset information on TCM Small Cap Growth Fund (TCMSX)

  

Graph of TCM Small Cap Growth Fund (TCMSX) Portfolio TrackingTCM Small Cap Growth (TCMSX) Fund Portfolio Allocation

Track portfolio allocation change of TCM Small Cap Growth fund (TCMSX)

DateCashStockBondOther
03/20163%97%0%0%
12/20153.43%96.57%0%0%
09/20154.58%95.42%0%0%
Click here to see more historic asset allocation information on TCM Small Cap Growth Fund (TCMSX)

 

graph of TCM Small Cap Growth Fund (TCMSX) Top 10 Position TrackingTop 10 Holdings in TCM Small Cap Growth (TCMSX) Fund

Discover what TCM Small Cap Growth Fund (TCMSX) manager is buying

Mar 30, 2016
VCA Inc. [3.14%]
Centene Corporation Common Stoc [2.84%]
Waste Connections, Inc. Common [2.43%]
Tower Semiconductor Ltd. [2.41%]
On Assignment, Inc. Common Stoc [2.25%]
LKQ Corporation [2.19%]
Take-Two Interactive Software, [2.1%]
Inphi Corporation Common Stock [1.98%]
Dycom Industries, Inc. Common S [1.89%]
Headwaters Incorporated Common [1.86%]

Dec 30, 2015
SPDR® S&P Regional Banking ETF [2.94%]
Centene Corporation Common Stoc [2.88%]
Waste Connections, Inc. Common [2.7%]
Tower Semiconductor Ltd. [2.61%]
VCA Inc. [2.39%]
On Assignment, Inc. Common Stoc [2.27%]
Take-Two Interactive Software, [2.27%]
Caseys General Stores, Inc. [2.15%]
AMERISAFE, Inc. [2.11%]
Inphi Corporation Common Stock [1.98%]

Sep 29, 2015
Mednax, Inc. Common Stock [2.34%]
AMERISAFE, Inc. [2.27%]
VCA Inc. [2.22%]
Take-Two Interactive Software, [2.09%]
Tower Semiconductor Ltd. [2.01%]
Wellcare Health Plans, Inc. Com [1.97%]
Amsurg Corp. [1.92%]
On Assignment, Inc. Common Stoc [1.88%]
Gamestop Corporation Common Sto [1.79%]
Caseys General Stores, Inc. [1.79%]
Click here for Stock Holding Change Map in TCM Small Cap Growth Fund (TCMSX)

  

Latest News on TCM Small Cap Growth (TCMSX) Fund

See what is happening with TCM Small Cap Growth Fund (TCMSX)

 

TCM Small Cap Growth Fund (TCMSX) Related ResourcesSee more information on TCM Small Cap Growth (TCMSX) Fund

Popular pages on TCM Small Cap Growth (TCMSX) Fund

  

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