Tcw Relative Value Fund Quote

TGDIX Fund  USD 15.58  0.19  1.23%   

Performance

24 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 27

 
100  
 
Zero
Below Average
Tcw Relative is trading at 15.58 as of the 29th of March 2024; that is 1.23 percent increase since the beginning of the trading day. The fund's open price was 15.39. Tcw Relative has about a 27 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. Equity ratings for Tcw Relative Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. 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 large-capitalization companies. In selecting the funds investments, the portfolio managers sometimes consider the extent to which businesses have leaders who prudently manage their environmental sustainability and social responsibilities with good governance and solid financial resources.. More on Tcw Relative Value

Moving together with Tcw Mutual Fund

  0.98TGDFX Tcw Relative ValuePairCorr
  0.99TGDVX Tcw Relative ValuePairCorr
  0.9TGCEX Tcw Select EquitiesPairCorr
  0.9TGCNX Tcw Select EquitiesPairCorr

Tcw Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Tcw Relative's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Tcw Relative or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationTCW Funds, Large Value Funds, Large Value, TCW, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Tcw Relative Value [TGDIX] is traded in USA and was established 29th of March 2024. Tcw Relative is listed under TCW category by Fama And French industry classification. The fund is listed under Large Value category and is part of TCW family. This fund at this time has accumulated 120.34 M in assets with minimum initial investment of 2 K. Tcw Relative Value is currently producing year-to-date (YTD) return of 10.15% with the current yeild of 0.01%, while the total return for the last 3 years was 10.13%.
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.

Top Tcw Relative Value Mutual Fund Constituents

CVXChevron CorpStockEnergy
WDCWestern DigitalStockInformation Technology
CCitigroupStockFinancials
AVGOBroadcomStockInformation Technology
JPMJPMorgan Chase CoStockFinancials
ICEIntercontinental ExchangeStockFinancials
GLWCorning IncorporatedStockInformation Technology
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Tcw Relative Target Price Odds Analysis

Based on a normal probability distribution, the odds of Tcw Relative jumping above the current price in 90 days from now is about 1.8%. The Tcw Relative Value probability density function shows the probability of Tcw Relative mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Tcw Relative Value has a beta of -0.0898. This usually implies as returns on benchmark increase, returns on holding Tcw Relative are expected to decrease at a much lower rate. During the bear market, however, Tcw Relative Value is likely to outperform the market. Additionally, tcw Relative Value has an alpha of 0.1801, implying that it can generate a 0.18 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 15.58HorizonTargetOdds Above 15.58
98.17%90 days
 15.58 
1.80%
Based on a normal probability distribution, the odds of Tcw Relative to move above the current price in 90 days from now is about 1.8 (This Tcw Relative Value probability density function shows the probability of Tcw Mutual Fund to fall within a particular range of prices over 90 days) .

Tcw Relative Top Holders

TGPNXTcw Servative AllocationMutual FundAllocation--30% to 50% Equity
TGPCXTcw Servative AllocationMutual FundAllocation--30% to 50% Equity
SWERXSchwab Target 2040Mutual FundTarget-Date 2040
SWMRXSchwab Target 2045Mutual FundTarget-Date 2045
SWNRXSchwab Target 2050Mutual FundTarget-Date 2050
SWORXSchwab Target 2055Mutual FundTarget-Date 2055
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Tcw Relative Value Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Tcw Relative market risk premium is the additional return an investor will receive from holding Tcw Relative long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Tcw Relative. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Tcw Relative's alpha and beta are two of the key measurements used to evaluate Tcw Relative's performance over the market, the standard measures of volatility play an important role as well.

Tcw Relative Against Markets

Picking the right benchmark for Tcw Relative mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Tcw Relative mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Tcw Relative is critical whether you are bullish or bearish towards Tcw Relative Value at a given time. Please also check how Tcw Relative's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Tcw Relative without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Tcw Mutual Fund?

Before investing in Tcw Relative, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Tcw Relative. To buy Tcw Relative fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Tcw Relative. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Tcw Relative fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Tcw Relative Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Tcw Relative Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Tcw Relative Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Tcw Relative Value?

The danger of trading Tcw Relative Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Tcw Relative is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Tcw Relative. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Tcw Relative Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Tcw Relative Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.

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When running Tcw Relative's price analysis, check to measure Tcw Relative's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Tcw Relative is operating at the current time. Most of Tcw Relative's value examination focuses on studying past and present price action to predict the probability of Tcw Relative's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Tcw Relative's price. Additionally, you may evaluate how the addition of Tcw Relative to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Tcw Relative's value and its price as these two are different measures arrived at by different means. Investors typically determine if Tcw Relative is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Tcw Relative's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.