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TCW Relative Value Dividend Apprec I TGDFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See TCW Investment Hub

Morningstar’s Analysis TGDFX

Will TGDFX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TGDFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TGDFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TGDFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

TCW Relative Value Dividend Apprec I’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 sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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