TGDIX Rating, Research - Tcw Relative Value Large Cap I

Tcw Relative Value Large Cap I (tgdix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 89

Threats + Weaknesses = 76

When strengths & opportunities substantially exceed threats & weaknesses an investment in the tgdix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Tcw Relative Value Large Cap I (TGDIX) Description: TGDIX is a mutual fund, which is an investment that owns a basket of assets. The TGDIX mutual fund was provided by TCW and this investment vehicle derives the majority of its value from equity holdings (stocks). TCWs mutual fund has a long management tenure and is in the average fund size classification. TGDIXs minimum initial investment amount is $2000 while the IRA minimum is $500. TGDIXs expense ratio is roughly 1%. The latest TGDIXs front end load was 0% and the back end load was 0%. The Tcw Relative Value Large Cap I (TGDIX) mutual fund falls under the large-cap value category. TGDIX focuses its investments in USA and TGDIX is not affiliated with a particular industry or fund sector. The Tcw Relative Value Large Cap I (TGDIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TGDIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TGDIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to achieve total return for its shareholders. The fund invests primarily in a diversified portfolio of common and preferred stocks (see stock research) that pay dividends. Under normal market conditions, it invests at least 80% of net assets in dividend-paying common and preferred stocks (see stock research). The fund may at times invest 25% or more of assets in each of the utilities and financial services sectors of the market. It may invest up to 35% of assets in foreign securities.

Management Analysis Update

Performance Analysis Update