TGFVX Rating, Research - Tcw Concentrated Value N

Tcw Concentrated Value N (tgfvx)

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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 = 81

Threats + Weaknesses = 53

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

Fund Management Team

Fund Description Update

Tcw Concentrated Value N (TGFVX) Description: TGFVX is a mutual fund, which is an investment that owns a basket of assets. The TGFVX 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 small fund size classification. TGFVXs minimum initial investment amount is $2000 while the IRA minimum is $500. TGFVXs expense ratio is roughly 1%. The latest TGFVXs front end load was 0% and the back end load was 0%. The Tcw Concentrated Value N (TGFVX) mutual fund falls under the large-cap mixed category. TGFVX focuses its investments in USA and TGFVX is not affiliated with a particular industry or fund sector. The Tcw Concentrated Value N (TGFVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TGFVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TGFVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital; current income is a secondary consideration. The fund primarily invests at least 80% of net assets in common stocks (see stock research) of "blue chip" companies, which are companies that the portfolio manager believes have some combination of a well known product, brand or name, strong balance sheet, ten or more years of operations and substantial market capitalization or market liquidity. It may invest up to 40% of assets in securities of non-U.S. issuers.

Management Analysis Update

Performance Analysis Update