TGDIX – TCW Relative Value Large Cap I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation, with a secondary goal of current income. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of large-capitalization companies, meaning those with market capitalizations, at the time of acquisition, within the capitalization range of the companies comprising the Russell 1000® Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TGDVX	TCW Relative Value Large Cap Fund Class N	No Load	Open			Dec 31, 1997	$235.46M	0.850%	Average	$2,000	−$30.84M
TGDIX	TCW Relative Value Large Cap Fund Class Institutional	Institutional	Open			Dec 31, 2003	$340.11M	0.700%	Average	$2,000	$19.91M
TGDZX	TCW Relative Value Large Cap Fund Class I-3	Institutional	Open			Aug 26, 2025	$14,745.00	0.800%	Above Average	$1M	$2,065.51

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