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TCW Relative Value Dividend Apprec I TGDFX

Quantitative rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 19.91  /  0.30 %
  • Total Assets 274.6 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.92%
  • Turnover 15%

Morningstar’s Analysis TGDFX

Will TGDFX outperform in future?

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

Summary

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TCW Relative Value Dividend Apprec I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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