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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
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).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 44.33% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TGCEX | Category Average | TGCEX | Category Average | TGCEX | Category Average | |
| Alpha | -0.89 | 0.03 | -3.56 | 0.04 | 0.21 | 0.01 |
| BETA | 1.2 | 0.01 | 1.18 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.87 | 0.02 | 1.49 | 0.02 | 1.21 | 0.01 |
| R-squared | 87.68 | 0.89 | 85.77 | 0.87 | 82.63 | 0.87 |
| Standard Deviation | 22.14 | 0.2 | 21.64 | 0.16 | 18.83 | 0.15 |
| Sharpe Ratio | 0.27 | 0.01 | 0.7 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 3.08 | 0.21 | 11.81 | 0.21 | 10.34 | 0.15 |
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