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TCW Transform 500 ETF VOTE

Medalist Rating as of | See TCW Investment Hub

Morningstar’s Analysis VOTE

Will VOTE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

TCW Transform 500 ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings VOTE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.88 43.7 Mil
Technology

Apple Inc

6.09 38.7 Mil
Technology

NVIDIA Corp

4.85 30.8 Mil
Technology

Amazon.com Inc

3.82 24.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.31 14.7 Mil
Communication Services

Alphabet Inc Class A

2.29 14.5 Mil
Communication Services

Alphabet Inc Class C

2.06 13.1 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.67 10.6 Mil
Financial Services

Broadcom Inc

1.44 9.1 Mil
Technology

Eli Lilly and Co

1.43 9.1 Mil
Healthcare