2 / 5 Stars
1 1 1 4 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#159 in Mid-Cap Growth
U.S. News evaluated 223 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 40.99 percent over the past year, and 11.22 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||5.7%|
|3 Years (Annualized)||11.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
TCW SMID Cap Growth Fund has an expense ratio of 1.20 percent.
Risk is High compared to funds in the same category according to Morningstar.