Tcw Select Equities Fund Manager Performance Evaluation
| TGCNX Fund | USD 28.41 0.19 0.67% |
The entity has a beta of 0.82, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tcw Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tcw Select is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Tcw Select Equities are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Tcw Select may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | TCW Select Equities Fund Q2 2024 Commentary - Seeking Alpha | 09/27/2024 |
| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.9300 |
Tcw |
Tcw Select Relative Risk vs. Return Landscape
If you would invest 2,513 in Tcw Select Equities on September 1, 2024 and sell it today you would earn a total of 328.00 from holding Tcw Select Equities or generate 13.05% return on investment over 90 days. Tcw Select Equities is currently producing 0.1965% returns and takes up 0.9729% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Tcw, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tcw Select Current Valuation
Undervalued
Today
Please note that Tcw Select's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Tcw Select Equities has a current Real Value of $31.11 per share. The regular price of the fund is $28.41. We determine the value of Tcw Select Equities from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Tcw Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Tcw Mutual Fund. However, Tcw Select's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 28.41 | Real 31.11 | Hype 28.38 | Naive 28.2 |
The intrinsic value of Tcw Select's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Tcw Select's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Tcw Select Equities helps investors to forecast how Tcw mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Tcw Select more accurately as focusing exclusively on Tcw Select's fundamentals will not take into account other important factors: Tcw Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tcw Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Tcw Select Equities, and traders can use it to determine the average amount a Tcw Select's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.202
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | TGCNX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Tcw Select is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tcw Select by adding it to a well-diversified portfolio.
Tcw Select Fundamentals Growth
Tcw Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tcw Select, and Tcw Select fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tcw Mutual Fund performance.
| Price To Earning | 36.32 X | ||||
| Price To Book | 3.64 X | ||||
| Price To Sales | 3.34 X | ||||
| Total Asset | 115.85 M | ||||
About Tcw Select Performance
Evaluating Tcw Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tcw Select has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Tcw Select has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. It invests primarily in equity securities of mid- and large-capitalization companies. The portfolio manager uses a highly focused approach, which seeks to achieve superior long-term returns over a full market cycle by owning shares of companies that the portfolio manager believes to have strong and enduring business models and inherent advantages over their competitors.Things to note about Tcw Select Equities performance evaluation
Checking the ongoing alerts about Tcw Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tcw Select Equities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Tcw Select's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tcw Select's mutual fund performance include:- Analyzing Tcw Select's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Tcw Select's stock is overvalued or undervalued compared to its peers.
- Examining Tcw Select's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Tcw Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tcw Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tcw Select's mutual fund. These opinions can provide insight into Tcw Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tcw Mutual Fund
Tcw Select 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 Select security.
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