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NasdaqGM - Delayed Quote USD

TCW Concentrated Large Cap Growth I Cl (TGCEX)

25.09
-1.55
(-5.82%)
At close: 8:04:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -17.49%
5y Average Return 15.74%
Number of Years Up 23
Number of Years Down 8
Best 1Y Total Return (Apr 4, 2025) 44.33%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 44.33%
Worst 3Y Total Return 3.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TGCEX
Category
YTD
-9.08%
12.38%
1-Month
-8.99%
5.09%
3-Month
-9.08%
10.28%
1-Year
4.84%
41.70%
3-Year
8.30%
22.56%
5-Year
16.75%
21.98%
10-Year
13.47%
15.99%
Last Bull Market
24.25%
25.99%
Last Bear Market
-22.85%
-17.29%

Annual Total Return (%) History

Year
TGCEX
Category
2025
--
--
2024
30.92%
--
2023
44.33%
--
2022
-36.37%
--
2021
25.85%
--
2020
39.33%
35.86%
2019
36.02%
31.90%
2018
2.22%
-2.09%

2017
32.80%
27.67%
2016
-8.07%
3.23%
2015
12.19%
3.60%
2014
7.51%
10.00%
2013
29.02%
33.92%
2012
15.80%
15.34%
2011
3.87%
-2.46%
2010
16.96%
15.53%
2009
43.13%
35.68%
2008
-37.96%
-40.67%
2007
13.71%
13.35%
2006
-5.12%
7.05%
2005
3.73%
6.71%
2004
12.92%
7.81%
2003
50.26%
28.66%
2002
-30.36%
-27.64%
2001
-19.25%
-22.30%
2000
-6.21%
-13.05%
1999
42.95%
38.87%
1998
37.97%
34.55%
1997
22.70%
26.36%
1996
20.59%
19.76%
1995
26.45%
32.65%
1994
-7.04%
-2.45%
1993
--
8.69%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.08% -- -- --
2024 13.54% 7.49% 1.41% 5.78%
2023 13.91% 12.88% -3.62% 16.46%
2022 -13.95% -22.85% -6.75% 2.77%
2021 0.28% 15.97% 1.82% 6.28%
2020 -11.64% 30.88% 10.67% 8.86%
2019 19.16% 6.08% -2.10% 9.93%
2018 4.21% 7.54% 8.38% -15.84%
2017 12.62% 5.58% 5.93% 5.44%
2016 -7.93% 1.15% 5.00% -5.98%

2015 3.19% 1.66% -2.39% 9.57%
2014 -0.87% 2.91% 0.04% 5.34%
2013 7.62% -1.75% 11.97% 8.97%
2012 15.71% -7.10% 6.97% 0.71%
2011 5.72% 1.42% -10.72% 8.51%
2010 3.45% -11.95% 15.43% 11.25%
2009 1.06% 14.74% 13.43% 8.82%
2008 -13.90% 3.43% -13.66% -19.31%
2007 -0.89% 9.51% 5.21% -0.42%
2006 -1.82% -5.32% -1.96% 4.11%
2005 -9.86% 3.74% 5.35% 5.29%
2004 -0.12% 7.16% -5.44% 11.57%
2003 4.51% 20.07% 7.53% 11.37%
2002 -0.66% -21.93% -19.22% 11.18%
2001 -21.78% 10.34% -25.75% 26.01%
2000 16.47% 0.15% -1.11% -18.69%
1999 12.00% 4.59% -6.97% 31.16%
1998 12.45% 5.75% -6.62% 24.25%
1997 -4.88% 18.15% 7.93% 1.16%
1996 6.75% 4.76% 3.05% 4.63%
1995 5.03% 13.68% 6.82% -0.85%
1994 -1.19% -5.06% 2.89% -3.69%
1993 4.78% 3.65% 4.33% --

Rank in Category (By Total Return)

YTD 54
1-Month 75
3-Month 54
1-Year 49
3-Year 48
5-Year 55

Load Adjusted Returns

1-Year 4.84%
3-Year 8.30%
5-Year 16.75%
10-Year 13.47%

Performance & Risk

YTD Return -17.49%
5y Average Return 15.74%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family TCW
Net Assets 620.52M
YTD Return -9.08%
Yield 0.00%
Morningstar Rating
Inception Date Feb 26, 1999

Fund Summary

Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in a concentrated portfolio of equity securities of large-capitalization companies (i.e. companies with market capitalizations, at the time of acquisition, within the capitalization range of the Russell 1000® Growth Index).

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