2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#143 in Small Growth
U.S. News evaluated 215 Small 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 33.90 percent over the past year, 9.01 percent over the past three years, 21.83 percent over the past five years, and 9.05 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.0%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term capital appreciation. The fund normally 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 2000® Growth Index. It may invest in securities of foreign companies listed on a U.S. exchange or in American Depository Receipts (ADRs).
Fees are Above Average compared to funds in the same category.
TCW Small Cap Growth Fund has an expense ratio of 1.18 percent.
Risk is High compared to funds in the same category according to Morningstar.