TGDFX : TCW Relative Value Dividend Appreciation Fund Class I

TGDFX is a US Stocks Market Large Value with MODERATE fees.

TGDFX

TCW Relative Value Dividend Appreciation Fund Class I

FI Score

46 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

46% FI Score
  • tgdfx
  • Mutual Fund
  • US Stocks
  • Large Value

TCW Relative Value Dividend Appreciation Fund Class I

Expenses: 0.74% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to realize a high level of dividend income consistent with prudent investment management; capital appreciation is a secondary objective. The fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of companies that have a record of paying dividends. In selecting the fund's investments, the portfolio manager sometimes considers the extent to which businesses have leaders who prudently manage their environmental sustainability and social responsibilities with good governance and solid financial resources.

Largest Holdings

Amount Holding
4.47% Chevron Corp
4.33% Gilead Sciences Inc
4.26% Intercontinental Exchange Inc
4.12% Maxim Integrated Products Inc
4.11% AT&T Inc
3.94% JPMorgan Chase & Co
3.75% Novartis AG ADR
3.44% International Business Machines Corp
3.38% The AES Corp
3.37% Comcast Corp Class A
3.35% MetLife Inc
3.03% United Parcel Service Inc Class B
2.99% PepsiCo Inc
2.75% McKesson Corp
2.74% General Electric Co
2.69% Lennar Corp
2.66% Johnson Controls International PLC
2.48% Medtronic PLC
2.25% Target Corp
2.22% Royal Philips NV ADR
2.18% Broadcom Inc
2.13% Procter & Gamble Co
2.09% Cisco Systems Inc
2.06% Baker Hughes Co Class A
1.94% Seagate Technology PLC

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