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Morningstar

TCW Relative Value Mid Cap I TGVOX

Morningstar Analyst Rating
Quantitative rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 25.49  /  0.55 %
  • Total Assets 82.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.85%
  • Turnover 29%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis TGVOX

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

People Pillar

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

Summary

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TCW Relative Value Mid Cap I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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