TCAF draws $5.5 billion in inflows since June 2023
TCAF has attracted $5.5 billion in inflows since June 2023 by pairing a 0.31% fee with concentrated, GARP-style stock picking across roughly 100 names.
The fund’s approach differs from most active large-cap funds, which often charge 70 or 80 basis points and hold too many stocks, resulting in a closet index with a fee handicap.
TCAF’s strategy allows it to complement cheap index funds for investors prioritizing downside resilience over megacap momentum, especially with 10-year yields near 4.5%.