3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#143 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.60 percent over the past year, 11.08 percent over the past three years, and 21.47 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.4%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||21.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests (except when maintaining a temporary defensive position) at least 80% of the value of its net assets in equity securities issued by companies with market capitalizations, at the time of acquisition, within the capitalization range of the companies comprising the Russell MidCap® Growth Index. It invests primarily in issuers which are characterized as "growth" companies according to criteria established by the portfolio manager.
Fees are High compared to funds in the same category.
TCW Growth Equities Fund has an expense ratio of 1.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.