Tcw Relative Value Fund Quote
| TGDVX Fund | USD 17.36 0.05 0.29% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Tcw Relative is trading at 17.36 as of the 1st of December 2024; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 17.41. Tcw Relative has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Tcw Relative Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities of large-capitalization companies. In selecting the funds investments, the portfolio managers sometimes consider the extent to which businesses have leaders who prudently manage their environmental sustainability and social responsibilities with good governance and solid financial resources.. More on Tcw Relative Value
Moving together with Tcw Mutual Fund
| 1.0 | TGDIX | Tcw Relative Value | PairCorr |
| 0.93 | TGCEX | Tcw Select Equities | PairCorr |
| 0.93 | TGCNX | Tcw Select Equities | PairCorr |
Moving against Tcw Mutual Fund
Tcw Mutual Fund Highlights
| Fund Concentration | TCW Funds, Large Value Funds, Large Value, TCW, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Tcw Relative Value [TGDVX] is traded in USA and was established 1st of December 2024. Tcw Relative is listed under TCW category by Fama And French industry classification. The fund is listed under Large Value category and is part of TCW family. This fund at this time has accumulated 120.34 M in assets with no minimum investment requirementsTcw Relative Value is currently producing year-to-date (YTD) return of 24.37% with the current yeild of 0.01%, while the total return for the last 3 years was 11.13%.
Check Tcw Relative Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tcw Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tcw Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tcw Relative Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Tcw Relative Value Mutual Fund Constituents
| BKR | Baker Hughes Co | Stock | Energy | |
| MRK | Merck Company | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| WDC | Western Digital | Stock | Information Technology | |
| TXT | Textron | Stock | Industrials | |
| JCI | Johnson Controls International | Stock | Industrials | |
| CVX | Chevron Corp | Stock | Energy | |
| HIG | Hartford Financial Services | Stock | Financials |
Tcw Relative Value Risk Profiles
| Mean Deviation | 0.5812 | |||
| Semi Deviation | 0.5034 | |||
| Standard Deviation | 0.7868 | |||
| Variance | 0.6191 |
Tcw Relative Against Markets
Other Information on Investing in Tcw Mutual Fund
Tcw Relative financial ratios help investors to determine whether Tcw Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tcw with respect to the benefits of owning Tcw Relative security.
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