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Fund Intelligence | Best Managers | TGGEX Insights | TGGEX Score | TGGEX Performance | TGGEX Manager | TGGEX News | TGGEX Allocation | TGGEX Holdings Change

Mutual Fund Insights: TCW Growth Equities I Fund (TGGEX)

In-depth Analysis of TCW Growth Equities I Fund (TGGEX)

Mutual fund chart: TCW Growth Equities I Fund (TGGEX)

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See TCW Growth Equities I Fund (TGGEX) performance details as of January 31, 2010

  

    Last Trade: $13.25 on 3/19/2010, Change: -0.09 (-0.67%)
Experiment our closing price forecasting tool for TCW Growth Equities I Fund (TGGEX) (alpha release)

  

Fund Manager - Brendt Stallings

Fund Manager Tenure: 6.1 years
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Stallings is the senior portfolio manager of TCW's Growth Equities strategy. He co-founded Growth Equities in 1999 and has been its lead manager since January 2003. He has been a member of the TCW Small and Mid-Cap Growth Equities team since 1998. On the team, his analytic responsibilities have included many of the group?s investments in the business services, retail, financial services and technology industries. He came to TCW in 1996, joining the U.S. Equity Research Department as an analyst.  Get more insights on Brendt Stallings

  

What we like about TCW Growth Equities I Fund (TGGEX) What we like about TCW Growth Equities I Fund (TGGEX)

Data for TCW Growth Equities I Fund (TGGEX) as of January 31, 2010

  • TCW Growth Equities I Fund (TGGEX) management has been with TCW Growth Equities I Fund for 6.1 years
  • TCW Growth Equities I Fund (TGGEX) has good short-term performance (1-year return 52.05% vs 39.73% Mid-Cap Growth category average)
  • TCW Growth Equities I Fund (TGGEX) has good mid-term performance (3-year return -0.84% vs -5.54% Mid-Cap Growth category average)
  • TCW Growth Equities I Fund (TGGEX) has good Long-term performance (5-year return 4.92% vs 1.43% Mid-Cap Growth category average)
  • TCW Growth Equities I Fund (TGGEX) ratio of up-years vs down years is greater than 2
  • TCW Growth Equities I Fund (TGGEX) has a Morningstar rating of 4 and above
  • TCW Growth Equities I Fund (TGGEX) has an annual stock turnover rate of 69.14% vs Mid-Cap Growth average of 138.22%. It is good that TCW Growth Equities I management does not trade extensively for its return.
  • TCW Growth Equities I Fund (TGGEX) has a lower management fee than its Mid-Cap Growth average: 1.34% vs 1.46%
  • TCW Growth Equities I Fund (TGGEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about TCW Growth Equities I Fund (TGGEX) What we are cautious about TCW Growth Equities I Fund (TGGEX)

Data for TCW Growth Equities I Fund (TGGEX) as of January 31, 2010

  • TCW Growth Equities I Fund (TGGEX) is more volatile than its peers as it has a 3-year Standard Deviation of 27.18 that is higher than category average of 23.72
See TCW Growth Equities I Fund (TGGEX) performance details as of January 31, 2010

  

  

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TCW Growth Equities I Fund (TGGEX) Net Asset

Track net asset change of TCW Growth Equities I fund (TGGEX)

DateNet Asset
01/2010$47.74M
11/2009$45.60M
10/2009$43.16M
More historic net asset information on TCW Growth Equities I Fund (TGGEX)

  

TCW Growth Equities I Fund (TGGEX) Portfolio Allocation

Track portfolio allocation change of TCW Growth Equities I fund (TGGEX)

DateCashStockBondOther
10/20092.32%97.68%0%0%
09/20092.72%97.27%0%0%
07/20090.72%99.28%0%0%
Click here to see more historic asset allocation information on TCW Growth Equities I Fund (TGGEX)

  

Most Recent Top 10 Holdings in TCW Growth Equities I Fund (TGGEX)

Discover what TCW Growth Equities I Fund (TGGEX) manager is buying

31-Oct-09
Mylan Inc. [3.19%]
Strayer Education, Inc. [3.15%]
SALESFORCE.COM INC [2.89%]
Intuitive Surgical, Inc. [2.74%]
OCEANEERING INTL INC [2.39%]
VMWARE, INC. [2.38%]
CLEAN HARBORS INC [2.35%]
CORE LABS NV [2.3%]
ROCKWELL AUTOMAT INC [2.28%]
Baidu, Inc. [2.22%]

30-Sep-09
Strayer Education, Inc. [3.22%]
Mylan Inc. [3%]
Intuitive Surgical, Inc. [2.78%]
SALESFORCE.COM INC [2.76%]
Baidu, Inc. [2.58%]
OCEANEERING INTL INC [2.53%]
VMWARE, INC. [2.37%]
ROCKWELL AUTOMAT INC [2.26%]
CLEAN HARBORS INC [2.23%]
NATL OILWELL VARCO [2.17%]

31-Jul-09
Strayer Education, Inc. [3.48%]
Baidu.com, Inc. [3.36%]
MYLAN INC [3.1%]
Ctrip.com International, Ltd. [2.83%]
Intuitive Surgical, Inc. [2.7%]
VMWARE, INC. [2.54%]
OCEANEERING INTL INC [2.52%]
ROCKWELL AUTOMAT INC [2.43%]
MercadoLibre, Inc. [2.43%]
QUANTA SERVICES INC [2.34%]
Click here for Stock Holding Change Map in TCW Growth Equities I Fund (TGGEX)

  

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