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Morningstar

TCW Relative Value Large Cap I TGDIX

Morningstar Analyst Rating
Quantitative rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 13.34  /  0.60 %
  • Total Assets 120.0 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 1.39%
  • Turnover 18%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:39 PM GMT+00:00

Morningstar’s Analysis TGDIX

Will TGDIX 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 TGDIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TGDIX 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 TGDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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

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