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Morningstar

TCW Conservative Allocation I TGPCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.93  /  0.74 %
  • Total Assets 29.1 Mil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 1.080%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.07%
  • Turnover 16%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:35 PM GMT+00:00

Morningstar’s Analysis TGPCX

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

People Pillar

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

Summary

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TCW Conservative Allocation I's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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