Morningstar

TCW White Oak Emerging Markets Equity Fund Class I-3 TWOZX

Morningstar Medalist Rating
Medalist Rating as of | See TCW Investment Hub
  • NAV / 1-Day Return 12.72  /  +0.32 %
  • Total Assets 26.3M
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.140%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis TWOZX

Will TWOZX outperform in the 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 TWOZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

TCW White Oak Emerging Markets Eq I-3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings TWOZX

More TWOZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

13.18 3M
Technology

Samsung Electronics Co Ltd

9.72 2M
Technology

SK Hynix Inc

5.89 1M
Technology

Tencent Holdings Ltd

2.86 706,685
Communication Services

Cash & Cash Equivalents

2.13 527,837
Cash and Equivalents

SK Square

1.88 465,915
Technology

Delta Electronics Inc

1.77 437,114
Technology

Alibaba Group Holding Ltd Ordinary Shares

1.69 418,320
Consumer Cyclical

Elite Material Co Ltd

0.99 243,761
Technology

MediaTek Inc

0.92 227,835
Technology

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