Tcw Relative is trading at 28.94 as of the 1st of February 2025; that is 1.09 percent down since the beginning of the trading day. The fund's open price was 29.26. Tcw Relative has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities of mid-capitalization companies. It invests mostly in what the portfolio manager believes are value companies. More on Tcw Relative Value
Tcw Relative Value [TGVNX] is traded in USA and was established 1st of February 2025. Tcw Relative is listed under TCW category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of TCW family. This fund at this time has accumulated 78.7 M in assets with no minimum investment requirementsTcw Relative Value is currently producing year-to-date (YTD) return of 7.22% with the current yeild of 0.01%, while the total return for the last 3 years was 10.49%.
Check Tcw Relative Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Tcw Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Tcw Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Tcw Relative Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Tcw Relative financial ratios help investors to determine whether Tcw Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tcw with respect to the benefits of owning Tcw Relative security.