Tcw Servative Allocation Fund Quote
| TGPNX Fund | USD 11.98 0.01 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Tcw Conservative is trading at 11.98 as of the 21st of July 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 11.97. Tcw Conservative has less than a 15 % 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 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
Under normal circumstances, the fund invests in a combination of fixed income funds, and equity funds that utilize diverse investment styles, such as growth andor value investing. It seeks to achieve this by investing in a combination of other funds - the underlying funds - through the implementation of a strategic asset allocation strategy.. More on Tcw Servative Allocation
Moving together with TCW Mutual Fund
TCW Mutual Fund Highlights
| Fund Concentration | TCW Funds, Large Growth Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, TCW (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Tcw Servative Allocation [TGPNX] is traded in USA and was established 21st of July 2025. Tcw Conservative is listed under TCW category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of TCW family. This fund at this time has accumulated 29.37 M in assets with no minimum investment requirementsTcw Servative Allocation is currently producing year-to-date (YTD) return of 5.37% with the current yeild of 0.04%, while the total return for the last 3 years was 8.09%.
Check Tcw Conservative 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 Servative Allocation 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 Servative Allocation Mutual Fund Constituents
| EFA | iShares MSCI EAFE | Etf | Foreign Large Blend | |
| MWCIX | Metropolitan West Unconstrained | Mutual Fund | Nontraditional Bond | |
| MWLIX | Metropolitan West Low | Mutual Fund | Short-Term Bond | |
| MWTIX | Metropolitan West Total | Mutual Fund | Intermediate Core-Plus Bond | |
| TGCEX | Tcw Select Equities | Mutual Fund | Large Growth | |
| TGDIX | Tcw Relative Value | Mutual Fund | Large Value | |
| TGEIX | Tcw Emerging Markets | Mutual Fund | Emerging Markets Bond | |
| TGGBX | Tcw Global Bond | Mutual Fund | World Bond |
Tcw Servative Allocation Risk Profiles
| Mean Deviation | 0.2722 | |||
| Semi Deviation | 0.187 | |||
| Standard Deviation | 0.3618 | |||
| Variance | 0.1309 |
Tcw Conservative Against Markets
Other Information on Investing in TCW Mutual Fund
Tcw Conservative 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 Conservative security.
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