Tcw Relative Value Fund Quote
| TGIGX Fund | USD 22.92 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Tcw Relative is trading at 22.92 as of the 1st of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 22.92. Tcw Relative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over 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 10th of June 2023 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities of companies that have a record of paying dividends. In selecting the funds investments, the portfolio manager sometimes considers 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
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 [TGIGX] 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 261.3 M in assets with no minimum investment requirementsTcw Relative Value is currently producing year-to-date (YTD) return of 10.12% with the current yeild of 0.01%, while the total return for the last 3 years was 10.54%.
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
| PG | Procter Gamble | Stock | Consumer Staples | |
| STT | State Street Corp | Stock | Financials | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| UPS | United Parcel Service | Stock | Industrials | |
| T | ATT Inc | Stock | Communication Services | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| NVS | Novartis AG ADR | Stock | Health Care | |
| MET | MetLife | Stock | Financials |
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |