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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 6.96 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.8% |
| 1 Year | 7.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long term capital appreciation. 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 companies comprising the Russell 2500® Growth Index. It may invest in securities of foreign companies including companies in emerging or developing markets listed on a U.S. exchange, ADRs or ADS. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
TCW SMID Cap Growth Fund has an expense ratio of 1.20 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
