Dow Up 0.11% Nasdaq Up 0.50%

TCW Relative Value Large Cap N (TGDVX)

22.40 Up 0.11(0.49%) Aug 29
Prev Close:22.29
YTD Return*:4.48%
Net Assets*:727.05M
Yield*:0.96%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for TGDVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CMCSA3.583.61
GE3.47-7.99
AMP3.173.72
STT3.07-3.91
TXT3.03-1.41

Fund Basics

Morningstar Overall Rating:
Total Assets:727.05M
Category:Large Value
Annual Report Expense Ratio (net):1.13%

Performance & Risk

YTD Return:4.48%
5y Avg Return:16.47%
Rank in Category (ytd):65
% Rank in Category (ytd):5.05%
Beta (3y):1.26
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation, with a secondary goal of current income. The fund normally invests (except when maintaining a temporary defensive position) at least 80% of the value of its net assets in equity securities of companies with a market capitalization of greater than $1 billion at the time of purchase. Equity securities include common and preferred stock; rights or warrants to purchase common or preferred stock; securities convertible into common or preferred stock such as convertible preferred stock, bonds or debentures; American Depository Receipts (ADRs); and other securities with equity characteristics. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback