Equity Investments

Mutual Fund Choices

The TCI investment professionals use a combination of in-person evaluation and statistical data to select fund managers. We focus on experienced managers (five years or more at the fund) who use understandable, value-oriented approaches. Performance is compared to managers within the same investment category. Emphasis is placed on funds ranking in at least the top 50% in 3-, 5-, and 10-year performance. TCI favors managers with lower expense ratios. Load funds are considered only where TCI can buy the fund at net asset value.

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