TCW New America Premier Equities Fund (TGUNX.O)

At A Glance

You hold TGUNX.O in 0 portfolios

Net Asset Value

20.31USD

 -0.07 -0.34%

09/13/2019

Category
US Diversified Equity
YTD Return (Cumulative)
 33.44%
Classification
Multi-Cap Growth
5 Year Return (Annualized)
--
Manager Benchmark
Lipper Mlt-Cap Growth IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 since January, 2016 »

 TGUNX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyTCW Investment Management Company
Inception Date01/29/2016
Portfolio Turnover50%
Dividend Yield--
Fund ManagerJoseph R. Shaposhnik
Manager Tenure2016
TCW Investment Management Company
865 South Figueroa
Los Angeles, CA 90017

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio1.00%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee--
Initial Investment$2,000
Subsequent Investments$250
Initial IRA Investments$500
Subsequent IRA Investments$250

Investment Strategy

The Fund seeks to provide long-term capital appreciation. Under normal circumstances, the Fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities (common and preferered stock, ADRs, convertible stock, convertible debt, etc.) of U.S. companies.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
504
Consistent Return
 
503
Capital Preservation
 
12229
Low Expense
 
148
Tax Efficiency (U.S. only)
 
504

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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