Detailed Analysis of TCM Small Cap Growth Fund (TCMSX)

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TCM Small Cap Growth Fund TCMSX invests a large share of its assets in companies having market capitalizations similar to those listed in the Russell 2000 Index. TCMSX seeks growth of capital over the long term.

This Small Cap Growth product has a history of positive total returns for over 10 years.  Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 23.8% and 5 year 10.4%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.  

TCMSX’s performance, as of the last filing, when compared to funds in its category was in the top 14% over the past 1 year, and in the top 2% over the past 3 years and in the top 7% over the past 5 years.

The TCM Small Cap Growth fund, as of the last filing, allocates their fund in top two major groups; Small Growth and Large Growth. Further, as of the last filing, MasTec Inc, Lumentum Holdings Inc and Dycom Industries Inc were the top holdings for TCMSX.

This Zacks Rank #2 (Buy) was incepted in October 2004 and is managed by TCM Funds. TCMSX carries an expense ratio of 0.96% and requires a minimal initial investment of $2,500.

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