TGVNX : TCW Relative Value Mid Cap Fund Class N

TGVNX is a US Stocks Market Mid-Cap Value with MODERATE fees.

TGVNX

TCW Relative Value Mid Cap Fund Class N

FI Score

28 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

28% FI Score
  • tgvnx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

TCW Relative Value Mid Cap Fund Class N

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% 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." The portfolio manager seeks to identify those companies that have fallen out of favor and whose stock is selling below what the portfolio manager believes is its real value.

Largest Holdings

Amount Holding
4.60% Maxim Integrated Products Inc
4.22% Molina Healthcare Inc
3.34% Centene Corp
3.30% Popular Inc
3.20% The AES Corp
3.07% KeyCorp
2.88% Jacobs Engineering Group Inc
2.74% Kirby Corp
2.64% Conagra Brands Inc
2.58% Lennar Corp
2.57% Flex Ltd
2.45% Dover Corp
2.36% Corteva Inc
2.22% Assured Guaranty Ltd
2.19% Discovery Inc Class A
2.14% Jones Lang LaSalle Inc
2.14% Nuance Communications Inc
2.01% Freeport-McMoRan Inc
1.95% Mid-America Apartment Communities Inc
1.88% International Flavors & Fragrances Inc
1.77% D.R. Horton Inc
1.72% Acadia Healthcare Co Inc
1.65% Cousins Properties Inc
1.63% Western Digital Corp
1.59% Arcosa Inc

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