Tcw Relative Value Fund Quote
| TGDVX Fund | USD 16.70 0.01 0.06% |
PerformanceSolid
| Odds Of DistressLow
|
Tcw Relative is trading at 16.70 as of the 22nd of July 2025; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 16.71. Tcw Relative has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. 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, meaning those with market capitalizations, at the time of acquisition, within the capitalization range of the companies comprising the Russell 1000 Index.. 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 June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Tcw Relative Value [TGDVX] is traded in USA and was established 22nd of July 2025. 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 6.59% with the current yeild of 0.01%, while the total return for the last 3 years was 17.37%.
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
| LEN | Lennar | Stock | Consumer Discretionary | |
| TXT | Textron | Stock | Industrials | |
| BKR | Baker Hughes Co | Stock | Energy | |
| UPS | United Parcel Service | Stock | Industrials | |
| WDC | Western Digital | Stock | Information Technology | |
| FCX | Freeport McMoran Copper Gold | Stock | Materials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care |
Tcw Relative Value Risk Profiles
| Mean Deviation | 0.6143 | |||
| Semi Deviation | 0.4962 | |||
| Standard Deviation | 0.8844 | |||
| Variance | 0.7821 |
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.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |