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 Dow Up 0.36% Nasdaq Up 0.71%

TCW Relative Value Large Cap N (TGDVX)

22.24 Up 0.06(0.27%) Jul 22
Prev Close:22.18
YTD Return*:7.01%
Net Assets*:747.61M
Yield*:0.94%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for TGDVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GE3.45-4.25
CMCSA3.404.99
TXT3.044.79
AMP3.036.59
STT2.79-7.04

Fund Basics

Morningstar Overall Rating:
Total Assets:747.61M
Category:Large Value
Annual Report Expense Ratio (net):1.13%

Performance & Risk

YTD Return:7.01%
5y Avg Return:19.22%
Rank in Category (ytd):51
% Rank in Category (ytd):3.96%
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
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